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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 | $51,184+59.1% | $66,439+22.6% | $86,983-6.4% |
| Participation rate | 96.1% | 68.5%+27.6pp | 74.5%+21.6pp | 69.5%+26.5pp |
| Annual return | 14.32% | 17.07%-2.8pp | 757.66%-743.3pp | 25.83%-11.5pp |
| Employer contribution / active EE | $2,924 | $2,023+44.6% | $2,637+10.9% | $2,584+13.1% |
| Participant deferral / active EE | $6,673 | $2,927+127.9% | $3,876+72.2% | $4,194+59.1% |
| Admin fee / account holder | $119 | $4,154-97.1% | $6,173-98.1% | $7,856-98.5% |