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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST6+ years Service code 51 2036 WASHINGTON STREET · HANOVER, MA 02338 | Investment Mgmt Fees | $7,702 |
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 | $2,250 | $52,293-95.7% | $178,503-98.7% | $73,412-96.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 8.64% | 34.75%-26.1pp | 151.12%-142.5pp | 59.30%-50.7pp |
| Employer contribution / active EE | $299 | $1,736-82.8% | $5,011-94.0% | $2,234-86.6% |
| Participant deferral / active EE | $0 | $2,333-100.0% | $5,202-100.0% | $3,806-100.0% |
| Admin fee / account holder | $15 | $127-88.2% | $13,987-99.9% | $158-90.5% |