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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $19,491 |
ROCKLAND TRUST1+ years Service code 51 · EIN 04-1782600 | Investment Mgmt Fees | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,733 | $43,550-40.9% | $63,244-59.3% | $52,331-50.8% |
| Participation rate | 50.4% | 65.7%-15.3pp | 71.0%-20.7pp | 68.1%-17.7pp |
| Annual return | -1.22% | 2.03%-3.3pp | -70.31%+69.1pp | 4.54%-5.8pp |
| Employer contribution / active EE | $560 | $1,351-58.5% | $2,322-75.9% | $1,882-70.2% |
| Participant deferral / active EE | $1,219 | $2,254-45.9% | $2,953-58.7% | $3,022-59.7% |
| Admin fee / account holder | $97 | $387-75.0% | $5,893-98.4% | $592-83.7% |