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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST3+ years Service code 51 2036 WASHINGTON STREET · HANOVER, MA 02338 | Investment Mgmt Fees | $8,097 |
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 | $2,178 | $46,173-95.3% | $170,435-98.7% | $69,631-96.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 8.99% | 21.62%-12.6pp | 205.94%-196.9pp | 27571.02%-27562.0pp |
| Employer contribution / active EE | $301 | $1,610-81.3% | $5,432-94.5% | $2,032-85.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $20 | $116-83.1% | $13,881-99.9% | $110-82.2% |