Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.1 year Filed as: FTB ADVISORS Service code 19 · EIN 62-0201385 | Securities Custodian | $4,543 |
Filed as: MOODY ALDRICH PARTNERS Service code 27 18 SEWALL ST · MARBLEHEAD, MA 01945 | Advisory (Plan) | $2,826 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | 16.46% | 10.98%+5.5pp | 10.53%+5.9pp | 10.41%+6.0pp |
| Employer contribution / active EE | $3,704 | $15,231-75.7% | $29,360-87.4% | $14,691-74.8% |
| 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% |