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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST7+ years Service code 51 2036 WASHINGTON STREET · HANOVER, MA 02338 | Investment Mgmt Fees | $9,271 |
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 | $2,451 | $56,540-95.7% | $185,851-98.7% | $86,821-97.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 11.22% | 118.20%-107.0pp | 122.11%-110.9pp | 97.94%-86.7pp |
| Employer contribution / active EE | $460 | $1,844-75.1% | $5,168-91.1% | $2,406-80.9% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $5,569-100.0% | $4,132-100.0% |
| Admin fee / account holder | $17 | $150-88.9% | $16,245-99.9% | $170-90.2% |