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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST1 year Filed as: ROCKLAND TRUST GROUP Service code 99 · EIN 04-1782600 | Other Fees | $5,142 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 | Other Fees | $1,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,220 | $38,165-54.9% | $189,758-90.9% | $69,255-75.1% |
| Participation rate | 39.9% | 66.7%-26.8pp | 79.8%-39.9pp | 69.0%-29.2pp |
| Annual return | 5.77% | 14.65%-8.9pp | 52.62%-46.8pp | 26.73%-21.0pp |
| Employer contribution / active EE | $194 | $1,589-87.8% | $4,767-95.9% | $2,645-92.7% |
| Participant deferral / active EE | $375 | $2,073-81.9% | $5,856-93.6% | $2,890-87.0% |
| Admin fee / account holder | $104 | $714-85.4% | $20,388-99.5% | $733-85.8% |