Filed January 26, 2004
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 |
|---|---|---|
BOOMERSHINE CONSULTING GROUP, LLC10+ years Service code 11 · EIN 20-8714603 | Actuarial | $216,372 |
PRIME, BUCHHOLZ & ASSOCIATES10+ years Service code 27 · EIN 02-0426421 | Advisory (Plan) | $32,813 |
COMMUNITY BANK, NA10+ years Filed as: COMMUNITY BANK Service code 21 · EIN 15-0436580 | Bank Trustee | $22,228 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $4,213 |
HARBOR CAPITAL ADVISOR, INC.4 years Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS7 years Filed as: PARNASSUS INVESTMENTS Service code 52 1 MARKET STREET · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC10+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 52 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Indirect Investment Fees | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 7.17% | 8.46%-1.3pp | 9.82%-2.6pp | 8.76%-1.6pp |
| Employer contribution / active EE | $5,540 | $11,054-49.9% | $30,311-81.7% | $16,650-66.7% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |