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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS Service code 19 · EIN 62-0201385 | Securities Custodian | $12,877 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 27 · EIN 27-5440911 | Advisory (Plan) | $7,000 |
Filed as: MOODY ALDRICH PARTNERS Service code 27 18 SEWALL ST. · MARBLEHEAD, MA 01945 | Advisory (Plan) | $2,546 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 14.54% | 10.98%+3.6pp | 10.53%+4.0pp | 10.41%+4.1pp |
| Employer contribution / active EE | $0 | $15,231-100.0% | $29,360-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |