Filed February 2, 2005
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 |
|---|---|---|
Filed as: HELD, KRANZLER, MCCOSKER & PULICE, Service code 10 · EIN 13-4008185 | Accounting | $40,000 |
KENNETH RYAN1 year Filed as: KENNETH P SILVERMAN, PLAN ADMN Service code 49 100 JERICHO QUADRANGLE · JERICHO, NY 11753 | Other Services | $40,000 |
RIMON, P.C.1 year Filed as: RIMON.P.C Service code 49 · EIN 20-8147375 | Other Services | $40,000 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,206 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,760 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,291 | $111,878-64.9% | $93,727-58.1% | $145,897-73.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 15.58% | 204.28%-188.7pp | 133.83%-118.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,408 | $10,256-37.5% | $8,292-22.7% | $13,390-52.1% |