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| Provider | Service type | Compensation |
|---|---|---|
SYMMETRY PARTNERS, LLC3 years Filed as: SYMMETRY PARTNERS Service code 33 151 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Securities brokerage | $28,426 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,401 | $86,922+112.1% | $102,438+80.0% | $80,874+128.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.95% | 18.90%-6.9pp | 29.37%-17.4pp | 35.62%-23.7pp |
| Employer contribution / active EE | $10,653 | $2,369+349.6% | $3,024+252.3% | $2,756+286.6% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $187 | $8,050-97.7% | $9,448-98.0% | $6,935-97.3% |