Filed September 1, 2009 (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.
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| Provider | Service type | Compensation |
|---|---|---|
FREDRIC L HARRISON MANAGEMNT SERV4+ years Service code 49 · EIN 13-2888838 1053 SAW MILL RIVER ROAD · ARDSLEY, NY 10502 | Other Services | $58,897 |
Filed as: PROFESSIONAL PENSION PLANNERS, INC. Service code 49 · EIN 13-3516644 1053 SAW MILL RIVER ROAD · ARDSLEY, NY 10502 | Other Services | $12,494 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $8,040 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,265 | $134,045-43.1% | $80,019-4.7% | $75,289+1.3% |
| Participation rate | 99.0% | 85.8%+13.3pp | 75.8%+23.2pp | 72.4%+26.6pp |
| Annual return | 0.59% | -0.56%+1.1pp | 11.22%-10.6pp | -0.04%+0.6pp |
| Employer contribution / active EE | $5,749 | $3,492+64.6% | $2,468+132.9% | $2,405+139.0% |
| Participant deferral / active EE | $5,294 | $4,976+6.4% | $3,686+43.6% | $3,739+41.6% |
| Admin fee / account holder | $6 | $124-95.4% | $6,521-99.9% | $102-94.4% |