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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,393 |
ROCKLAND TRUST4 years Filed as: ROCKLAND TRUST CO Service code 16 · EIN 04-1782600 | Consulting | $7,527 |
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 | $81,449 | $50,554+61.1% | $67,681+20.3% | $87,485-6.9% |
| Participation rate | 96.1% | 67.7%+28.3pp | 73.7%+22.3pp | 68.9%+27.1pp |
| Annual return | 14.32% | 17.81%-3.5pp | 590.58%-576.3pp | 26.06%-11.7pp |
| Employer contribution / active EE | $2,924 | $1,988+47.1% | $2,678+9.2% | $2,596+12.6% |
| Participant deferral / active EE | $6,673 | $2,961+125.3% | $3,976+67.8% | $4,274+56.1% |
| Admin fee / account holder | $119 | $4,132-97.1% | $6,100-98.1% | $7,775-98.5% |