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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST2 years Service code 13 2036 WASHINGTON ST · HANOVER, MA 02339 | Contract Administrator | $10,054 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $8,819 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,547 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,049 | $64,176-87.5% | $112,249-92.8% | $66,938-88.0% |
| Participation rate | 80.8% | 68.4%+12.4pp | 75.1%+5.8pp | 69.8%+11.0pp |
| Annual return | -19.36% | -13.80%-5.6pp | 27.48%-46.8pp | 1.58%-20.9pp |
| Employer contribution / active EE | $3,084 | $3,007+2.6% | $3,636-15.2% | $2,545+21.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $152 | $626-75.7% | $6,412-97.6% | $594-74.3% |