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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST2+ years Service code 51 2036 WASHINGTON STREET · HANOVER, MA 02338 | Investment Mgmt Fees | $6,136 |
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 | $2,665 | $36,916-92.8% | $156,551-98.3% | $57,658-95.4% |
| Participation rate | 80.5% | 63.4%+17.1pp | 84.0%-3.5pp | 70.2%+10.3pp |
| Annual return | 6.89% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $649 | $1,571-58.7% | $5,501-88.2% | $1,974-67.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $20 | $82-75.2% | $13,028-99.8% | $95-78.4% |