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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 | $43,749+11.5% | $158,223-69.2% | $65,306-25.3% |
| Participation rate | 60.8% | 56.9%+3.9pp | 79.2%-18.4pp | 57.7%+3.1pp |
| Annual return | 11.90% | 19.41%-7.5pp | 52.09%-40.2pp | 21.94%-10.0pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,467 | $2,019+71.7% | $5,467-36.6% | $2,959+17.1% |
| Admin fee / account holder | $113 | $1,930-94.1% | $16,047-99.3% | $3,480-96.7% |