Filed October 18, 2004
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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 500 MAMARONECK AVE · HARRISON, NY 10528 | Accounting | $24,500 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 276095734 | Advisory (Plan) | $12,841 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $8,205 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,324 | $48,337+157.2% | $67,560+84.0% | $80,959+53.6% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.8pp | 67.7%+28.0pp |
| Annual return | 11.89% | 18.26%-6.4pp | 3533.50%-3521.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,481 | $2,023+22.7% | $2,737-9.3% | $2,757-10.0% |
| Participant deferral / active EE | $5,823 | $2,928+98.9% | $4,004+45.4% | $4,300+35.4% |
| Admin fee / account holder | $224 | $3,695-93.9% | $3,994-94.4% | $6,925-96.8% |