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| Provider | Service type | Compensation |
|---|---|---|
SYMMETRY PARTNERS, LLC8 years Service code 19 151 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Securities Custodian | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,631 | $82,979+45.4% | $102,412+17.8% | $77,736+55.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 74.43% | 19.11%+55.3pp | 24.94%+49.5pp | 31.26%+43.2pp |
| Employer contribution / active EE | $4,882 | $3,554+37.4% | $3,870+26.2% | $2,728+79.0% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $18 | $639-97.1% | $8,388-99.8% | $433-95.7% |