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 |
|---|---|---|
Service code 11 · EIN 20-8714603 | Actuarial | $97,660 |
PRIME, BUCHHOLZ & ASSOCIATES6 years Filed as: PRIME BUCKHOLZ & ASSOCIATES Service code 27 · EIN 02-0426421 | Advisory (Plan) | $41,326 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0676865 | Bank Trustee | $32,561 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $5,515 |
HARBOR8+ years Filed as: HARBOR CAPITAL ADVISORS, INC. Service code 52 · EIN 34-1953397 | Indirect Investment Fees | $0 |
PARNASSUS8+ years Filed as: PARNASSUS INVESTMENTS Service code 52 1 MARKET STREET, SUITE 160 · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC8+ 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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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $282,424-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 27.9%-27.9pp | 2.9%-2.9pp |
| Annual return | 5.22% | 8.39%-3.2pp | 3.87%+1.3pp | 8.39%-3.2pp |
| Employer contribution / active EE | $5,320 | $18,340-71.0% | $28,590-81.4% | $18,340-71.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $13-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $8,735-100.0% | $200-100.0% |