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| Provider | Service type | Compensation |
|---|---|---|
BAY COLONY ADVISORS1+ years Filed as: BAY MUTUAL FINANCIAL Service code 33 · EIN 38-3694155 | Securities brokerage; Securities brok... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,690 | $54,320+322.8% | $67,652+239.5% | $52,331+338.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 2.24% | 6.81%-4.6pp | 6625.04%-6622.8pp | 4.54%-2.3pp |
| Employer contribution / active EE | $15,942 | $1,544+932.7% | $2,266+603.7% | $1,882+747.2% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $2 | $527-99.7% | $4,821-100.0% | $592-99.7% |