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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST2+ years Service code 51 · EIN 04-1782600 | Investment Mgmt Fees | $12,000 |
THE VANGUARD GROUP, INC.2+ years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $9,048 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $1,681 |
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 | $42,108 | $46,072-8.6% | $69,779-39.7% | $55,167-23.7% |
| Participation rate | 44.1% | 67.5%-23.3pp | 71.8%-27.7pp | 69.0%-24.9pp |
| Annual return | 7.10% | 8.68%-1.6pp | 12.99%-5.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $617 | $1,500-58.9% | $2,338-73.6% | $1,963-68.6% |
| Participant deferral / active EE | $1,381 | $2,344-41.1% | $2,931-52.9% | $3,054-54.8% |
| Admin fee / account holder | $112 | $428-73.8% | $4,381-97.4% | $504-77.7% |