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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,461 |
ROCKLAND TRUST1 year Filed as: ROCKLAND TRUST CO Service code 16 · EIN 04-1782600 2036 WASHINGTON ST · HANOVER, MA 023391617 | Consulting | $8,981 |
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 | $62,414 | $42,910+45.5% | $60,919+2.5% | $68,490-8.9% |
| Participation rate | 85.9% | 66.8%+19.1pp | 73.1%+12.8pp | 67.9%+18.0pp |
| Annual return | -15.04% | -13.99%-1.0pp | 16.96%-32.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $3,665 | $1,978+85.2% | $2,704+35.5% | $2,597+41.1% |
| Participant deferral / active EE | $6,062 | $2,866+111.5% | $3,814+58.9% | $4,028+50.5% |
| Admin fee / account holder | $90 | $3,104-97.1% | $3,228-97.2% | $5,403-98.3% |