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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MOODY ALDRICH PARTNERS Service code 27 18 SEWALL STREET · MARBLEHEAD, MA 01945 | Advisory (Plan) | $6,499 |
FTB ADVISORS, INC.4 years Filed as: FTB ADVISORS Service code 19 · EIN 62-0201385 | Securities Custodian | $4,369 |
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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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 11.50% | 4.61%+6.9pp | 793.01%-781.5pp | 259.14%-247.6pp |
| Employer contribution / active EE | $100,086 | $40,806+145.3% | $27,004+270.6% | $41,471+141.3% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |