Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,212 |
ROCKLAND TRUST2 years Filed as: ROCKLAND TRUST CO Service code 16 · EIN 04-1782600 | Consulting | $7,281 |
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 | $72,643 | $46,534+56.1% | $64,097+13.3% | $75,177-3.4% |
| Participation rate | 98.8% | 65.9%+32.8pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 16.94% | 26.07%-9.1pp | 33.75%-16.8pp | 160.75%-143.8pp |
| Employer contribution / active EE | $3,879 | $1,976+96.3% | $2,750+41.1% | $2,671+45.2% |
| Participant deferral / active EE | $6,309 | $2,835+122.6% | $3,881+62.5% | $4,126+52.9% |
| Admin fee / account holder | $87 | $2,957-97.0% | $3,070-97.2% | $5,651-98.5% |