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| Provider | Service type | Compensation |
|---|---|---|
SYMMETRY PARTNERS, LLC4 years Service code 19 151 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Securities Custodian | $23,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,334 | $91,517-15.5% | $101,264-23.6% | $73,412+5.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 7.12% | 17.17%-10.1pp | 46.48%-39.4pp | 59.30%-52.2pp |
| Employer contribution / active EE | $5,920 | $2,877+105.8% | $3,660+61.8% | $2,234+165.1% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $46 | $216-78.8% | $5,947-99.2% | $158-71.0% |