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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST3 years Service code 13 2036 WASHINGTON ST · HANOVER, MA 02339 | Contract Administrator | $11,369 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $7,266 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,854 |
Participant contribution per participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,951 | $76,669-87.0% | $96,520-89.7% | $71,495-86.1% |
| Participation rate | 84.9% | 66.6%+18.3pp | 74.3%+10.5pp | 67.9%+17.0pp |
| Annual return | 18.60% | 48.29%-29.7pp | 35.72%-17.1pp | 28.85%-10.2pp |
| Employer contribution / active EE | $3,494 | $3,031+15.3% | $3,739-6.6% | $2,589+34.9% |
| Participant deferral / active EE | $55 | $3,771-98.5% | $4,879-98.9% | $4,291-98.7% |
| Admin fee / account holder | $125 | $2,028-93.8% | $6,733-98.1% | $1,588-92.1% |