Filed July 10, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENCE BANK1 year Filed as: INDEPENDENCE FINANCIAL ADVISOR Service code 27 59 S MAIN ST · ROCHESTER, NH 03867 | Advisory (Plan) | $11,451 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $3,897 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: MASSCHUSETTS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,158 | $95,542-72.6% | $69,464-62.3% | $67,579-61.3% |
| Participation rate | 62.4% | 79.4%-17.0pp | 74.6%-12.3pp | 71.3%-8.9pp |
| Annual return | 7.46% | 17.67%-10.2pp | 28.98%-21.5pp | 378.56%-371.1pp |
| Employer contribution / active EE | $1,220 | $2,989-59.2% | $2,779-56.1% | $2,148-43.2% |
| Participant deferral / active EE | $1,698 | $3,263-48.0% | $3,536-52.0% | $3,539-52.0% |
| Admin fee / account holder | $71 | $90-21.2% | $3,840-98.2% | $142-50.2% |