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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,165 |
ROCKLAND TRUST6 years Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,817 | $76,107+85.0% | $96,576+45.8% | $71,495+97.0% |
| Participation rate | 93.5% | 74.4%+19.1pp | 76.0%+17.6pp | 67.9%+25.6pp |
| Annual return | 15.13% | 22.81%-7.7pp | 25.87%-10.7pp | 28.85%-13.7pp |
| Employer contribution / active EE | $4,159 | $2,247+85.1% | $2,965+40.3% | $2,589+60.6% |
| Participant deferral / active EE | $7,181 | $4,218+70.2% | $4,851+48.0% | $4,291+67.4% |
| Admin fee / account holder | $394 | $2,708-85.5% | $8,253-95.2% | $1,588-75.2% |