Filed September 30, 2002 (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 |
|---|---|---|
O'CONNOR DAVIES, LLP10+ years Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · NEW YORK, NY 10528 | Accounting | $38,430 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 70 · EIN 26-0058143 10250 REGENCY CIR · OMAHA, NE 68114 | Consulting Fees | $30,806 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,862 | $91,710+175.7% | $67,560+274.3% | $77,762+225.2% |
| Participation rate | 96.6% | 76.0%+20.6pp | 72.9%+23.7pp | 70.6%+26.0pp |
| Annual return | 13.16% | 14.88%-1.7pp | 3533.50%-3520.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $20,980 | $3,187+558.3% | $2,737+666.6% | $2,728+669.1% |
| Participant deferral / active EE | $0 | $3,911-100.0% | $4,004-100.0% | $4,651-100.0% |
| Admin fee / account holder | $29 | $245-88.1% | $3,994-99.3% | $433-93.2% |