Filed April 15, 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 |
|---|---|---|
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,540 |
CFM ADVISORS1 year Filed as: CFM ADVISORS INC Service code 26 · EIN 11-3237905 1373 VETERANS HWY. SUITE 10 · HAUPPAUGE, NY 11788 | Advisory (Participants) | $7,380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,902 | $78,607-59.4% | $105,624-69.8% | $74,478-57.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 12.97% | 15.96%-3.0pp | 116.20%-103.2pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,802 | $2,523-28.6% | $3,168-43.1% | $2,626-31.4% |
| Participant deferral / active EE | $2,167 | $4,325-49.9% | $5,013-56.8% | $4,350-50.2% |
| Admin fee / account holder | $104 | $2,220-95.3% | $10,961-99.0% | $1,946-94.6% |