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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST2 years Service code 27 2036 WASHINGTON ST · HANOVER, MA 02339 | Advisory (Plan) | $24,460 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,947 |
Filed as: ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $5,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,801 | $41,016+19.0% | $152,093-67.9% | $64,097-23.9% |
| Participation rate | 60.8% | 51.3%+9.4pp | 77.8%-17.0pp | 55.2%+5.6pp |
| Annual return | 11.90% | 39.60%-27.7pp | 66.36%-54.5pp | 34.64%-22.7pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $3,467 | $1,927+79.9% | $5,451-36.4% | $3,080+12.6% |
| Admin fee / account holder | $113 | $2,305-95.1% | $14,497-99.2% | $3,454-96.7% |