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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST4+ years Service code 51 2036 WASHINGTON STREET · HANOVER, MA 02338 | Investment Mgmt Fees | $8,797 |
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 | $2,081 | $37,196-94.4% | $154,108-98.6% | $55,725-96.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.31% | 1319.68%-1325.0pp | 735.21%-740.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $302 | $1,614-81.3% | $5,298-94.3% | $2,078-85.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $20 | $102-80.5% | $13,411-99.9% | $115-82.8% |