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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MOODY ALDRICH PARTNERS Service code 27 18 SEWALL STREET · MARBLEHEAD, MA 01945 | Advisory (Plan) | $6,647 |
FTB ADVISORS, INC.2 years Filed as: FTB ADVISORS Service code 19 · EIN 62-0201385 | Securities Custodian | $4,487 |
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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 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -5.76% | -0.75%-5.0pp | 4.36%-10.1pp | -82.66%+76.9pp |
| Employer contribution / active EE | $76,753 | $45,586+68.4% | $27,383+180.3% | $43,771+75.4% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |