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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST4 years Service code 27 2036 WASHINGTON ST · HANOVER, MA 02339 | Advisory (Plan) | $15,614 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,985 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,295 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,424 | $84,936-18.3% | $111,297-37.6% | $79,386-12.5% |
| Participation rate | 80.8% | 75.9%+4.9pp | 77.3%+3.5pp | 70.7%+10.1pp |
| Annual return | 11.62% | 17.45%-5.8pp | 54.65%-43.0pp | 116.85%-105.2pp |
| Employer contribution / active EE | $877 | $1,979-55.7% | $2,731-67.9% | $2,427-63.9% |
| Participant deferral / active EE | $3,900 | $3,888+0.3% | $4,487-13.1% | $4,046-3.6% |
| Admin fee / account holder | $233 | $537-56.6% | $7,964-97.1% | $626-62.8% |