Filed October 27, 2003
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 |
|---|---|---|
ROCKLAND TRUST8+ years Filed as: ROCKLAND TRUST COMPANY Service code 16 · EIN 04-1782600 | Consulting | $64,571 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 11 · EIN 04-2530412 | Actuarial | $44,073 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 16 · EIN 13-5160382 | Consulting | $29,159 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $16,376 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 16 · EIN 36-3664388 | Consulting | $11,155 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -12.25% | -14.45%+2.2pp | -38.86%+26.6pp | 39.82%-52.1pp |
| Employer contribution / active EE | $9,655 | $14,058-31.3% | $37,756-74.4% | $19,980-51.7% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |