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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST1+ years Service code 51 2036 WASHINGTON STREET · HANOVER, MA 02338 | Investment Mgmt Fees | $5,169 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,672 | $37,117-95.5% | $147,617-98.9% | $55,191-97.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -2.47% | 3.44%-5.9pp | 61.98%-64.5pp | 10.78%-13.3pp |
| Employer contribution / active EE | $348 | $1,620-78.5% | $5,564-93.7% | $1,899-81.6% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $15 | $86-82.7% | $11,612-99.9% | $91-83.7% |