Filed September 6, 2008 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $101,432 |
ROCKLAND TRUST2 years Filed as: ROCKLAND TRUST CO Service code 99 · EIN 04-1782600 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,447 | $51,878-22.0% | $68,368-40.8% | $79,634-49.2% |
| Participation rate | 98.6% | 53.7%+44.9pp | 73.8%+24.8pp | 62.5%+36.1pp |
| Annual return | 12.97% | 137.43%-124.5pp | 292.57%-279.6pp | 36.46%-23.5pp |
| Employer contribution / active EE | $441 | $1,931-77.2% | $2,649-83.4% | $2,529-82.6% |
| Participant deferral / active EE | $4,531 | $2,577+75.8% | $4,123+9.9% | $3,835+18.2% |
| Admin fee / account holder | $161 | $942-82.9% | $5,150-96.9% | $1,002-84.0% |