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.
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 |
|---|---|---|
O'CONNOR DAVIES, LLP11+ years Service code 10 · EIN 27-1728945 500 MAMARONECK AVENUE · HARRISON, NY 105281648 | Accounting | $28,488 |
CAP FINANCIAL PARTNERS, LLC3 years Filed as: CAP FINANCIAL PARTNERS Service code 70 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Consulting Fees | $20,945 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,642 | $95,255+97.0% | $63,803+194.1% | $100,573+86.6% |
| Participation rate | 94.7% | 69.8%+25.0pp | 72.7%+22.0pp | 70.9%+23.8pp |
| Annual return | 18.86% | 15.13%+3.7pp | 543.72%-524.9pp | 18.89%0pp |
| Employer contribution / active EE | $6,961 | $3,105+124.2% | $2,532+174.9% | $3,763+85.0% |
| Participant deferral / active EE | $13,015 | $3,889+234.7% | $3,843+238.7% | $4,921+164.5% |
| Admin fee / account holder | $16 | $139-88.6% | $5,196-99.7% | $454-96.5% |