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.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,462 |
CFM ADVISORS1 year Service code 15 · EIN 11-3237905 1800 WALT WHITMAN DR. · MELVILLE, NY 11747 | Recordkeeping | $6,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,786 | $72,620-68.6% | $90,760-74.9% | $66,938-66.0% |
| Participation rate | 99.5% | 73.7%+25.8pp | 75.7%+23.8pp | 69.8%+29.7pp |
| Annual return | -20.54% | -12.28%-8.3pp | -12.16%-8.4pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,070 | $2,369-54.9% | $2,922-63.4% | $2,545-58.0% |
| Participant deferral / active EE | $1,519 | $3,979-61.8% | $4,565-66.7% | $4,238-64.2% |
| Admin fee / account holder | $129 | $707-81.7% | $8,444-98.5% | $594-78.2% |