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| Provider | Service type | Compensation |
|---|---|---|
SYMMETRY PARTNERS, LLC2 years Filed as: SYMMETRY PARTNERS Service code 33 151 NATIONAL DRIVE · GLASTONBURY, CT 06033 | Securities brokerage | $28,236 |
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 | $173,792 | $80,983+114.6% | $96,544+80.0% | $75,177+131.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -3.46% | 27.05%-30.5pp | 25.88%-29.3pp | 160.75%-164.2pp |
| Employer contribution / active EE | $2,670 | $2,282+17.0% | $2,966-10.0% | $2,6710% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $195 | $6,717-97.1% | $8,254-97.6% | $5,651-96.6% |