Filed July 20, 2010 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 20-4668732 40 WALL STREET · NEW YORK, NY 10005 | Loan Processing | $55,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 PO BOX 642743 · PITTSBURGH, PA 15264 | Accounting | $13,000 |
DAVID ROMANO1 year Filed as: DAVID K. CARBONI DBA DKC RET ASSOC Service code 37 · EIN 06-1466133 66 SPRING GLEN TERRACE · HAMDEN, CT 06517 | Loan Processing | $12,750 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 200 SEAPORT BOULEVARD · BOSTON, MA 02210 | Loan Processing | -$19,662 |
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 | $161,922 | $85,199+90.1% | $57,196+183.1% | $63,975+153.1% |
| Participation rate | 91.7% | 74.0%+17.7pp | 75.3%+16.4pp | 71.1%+20.6pp |
| Annual return | 6.87% | 10.43%-3.6pp | 14.59%-7.7pp | 48.65%-41.8pp |
| Employer contribution / active EE | $5,925 | $3,446+71.9% | $2,683+120.8% | $2,182+171.6% |
| Participant deferral / active EE | $5,477 | $3,109+76.2% | $3,096+76.9% | $3,356+63.2% |
| Admin fee / account holder | $30 | $39-22.4% | $3,141-99.0% | $70-57.4% |