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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,794 |
ROCKLAND TRUST1 year Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $9,635 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,794 | $52,670-68.1% | $90,404-81.4% | $73,409-77.1% |
| Participation rate | 70.8% | 67.7%+3.1pp | 72.7%-1.9pp | 72.2%-1.4pp |
| Annual return | 15.17% | 20.70%-5.5pp | 1293.02%-1277.8pp | 59.29%-44.1pp |
| Employer contribution / active EE | $879 | $1,872-53.0% | $3,262-73.1% | $2,234-60.6% |
| Participant deferral / active EE | $2,401 | $2,807-14.5% | $3,963-39.4% | $3,805-36.9% |
| Admin fee / account holder | $80 | $117-31.8% | $5,611-98.6% | $158-49.6% |