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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST3+ years Service code 51 · EIN 04-1782600 | Investment Mgmt Fees | $12,000 |
Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $11,170 |
THE VANGUARD GROUP, INC.3+ years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $6,349 |
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 | $57,248 | $50,385+13.6% | $75,501-24.2% | $62,293-8.1% |
| Participation rate | 39.3% | 67.7%-28.4pp | 72.4%-33.1pp | 69.5%-30.2pp |
| Annual return | 14.22% | 19.90%-5.7pp | 27.35%-13.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $690 | $1,537-55.1% | $2,352-70.6% | $2,042-66.2% |
| Participant deferral / active EE | $1,575 | $2,445-35.6% | $3,142-49.9% | $3,169-50.3% |
| Admin fee / account holder | $250 | $384-34.9% | $5,801-95.7% | $479-47.9% |