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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 | $55,457+46.9% | $77,361+5.3% | $94,015-13.4% |
| Participation rate | 96.1% | 69.8%+26.2pp | 75.0%+21.1pp | 70.8%+25.2pp |
| Annual return | 14.32% | 15.57%-1.3pp | 1011.54%-997.2pp | 17.84%-3.5pp |
| Employer contribution / active EE | $2,924 | $2,255+29.7% | $2,990-2.2% | $2,790+4.8% |
| Participant deferral / active EE | $6,673 | $3,069+117.4% | $3,911+70.6% | $4,249+57.0% |
| Admin fee / account holder | $119 | $4,334-97.3% | $5,894-98.0% | $8,951-98.7% |