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| Provider | Service type | Compensation |
|---|---|---|
SYMMETRY PARTNERS, LLC2 years Service code 19 151 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Securities Custodian | $26,341 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,130 | $56,443+38.4% | $83,830-6.8% | $55,725+40.2% |
| Participation rate | 98.0% | 72.0%+26.0pp | 76.1%+21.8pp | 70.9%+27.1pp |
| Annual return | -6.45% | 393.67%-400.1pp | 850.97%-857.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $5,123 | $2,682+91.0% | $3,631+41.1% | $2,078+146.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $54 | $156-65.5% | $5,479-99.0% | $115-53.2% |