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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,497 |
ROCKLAND TRUST3 years Filed as: ROCKLAND TRUST CO Service code 16 · EIN 04-1782600 | Consulting | $7,775 |
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 | $77,207 | $48,327+59.8% | $67,575+14.3% | $80,935-4.6% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.6pp | 67.7%+29.9pp |
| Annual return | 13.79% | 18.31%-4.5pp | 3528.98%-3515.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $4,020 | $2,022+98.8% | $2,736+46.9% | $2,757+45.8% |
| Participant deferral / active EE | $6,546 | $2,927+123.6% | $4,003+63.5% | $4,299+52.3% |
| Admin fee / account holder | $105 | $3,692-97.1% | $3,993-97.4% | $6,924-98.5% |