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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 | $48,011+69.6% | $63,803+27.7% | $82,637-1.4% |
| Participation rate | 96.1% | 66.6%+29.5pp | 72.7%+23.3pp | 68.1%+28.0pp |
| Annual return | 14.32% | 19.84%-5.5pp | 543.72%-529.4pp | 53.51%-39.2pp |
| Employer contribution / active EE | $2,924 | $1,904+53.6% | $2,532+15.5% | $2,552+14.6% |
| Participant deferral / active EE | $6,673 | $2,846+134.4% | $3,843+73.6% | $4,126+61.7% |
| Admin fee / account holder | $119 | $3,873-96.9% | $5,196-97.7% | $7,339-98.4% |