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| Provider | Service type | Compensation |
|---|---|---|
ROCKLAND TRUST8+ years Service code 51 2036 WASHINGTON STREET · HANOVER, MA 02338 | Investment Mgmt Fees | $9,736 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,607 | $46,319-94.4% | $143,770-98.2% | $64,811-96.0% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -10.99% | -10.06%-0.9pp | -0.04%-11.0pp | 32.83%-43.8pp |
| Employer contribution / active EE | $460 | $1,911-75.9% | $4,951-90.7% | $2,506-81.6% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,638-100.0% | $4,310-100.0% |
| Admin fee / account holder | $19 | $154-87.7% | $14,673-99.9% | $188-90.0% |