Filed November 1, 2010 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $96,317 |
Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $41,470 |
Service code 27 · EIN 44-7995432 | Advisory (Plan) | $30,495 |
HERONBRIDGE3+ years Service code 27 · EIN 44-7995424 | Advisory (Plan) | $29,541 |
Service code 27 · EIN 65-7999501 | Advisory (Plan) | $20,000 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $127,144-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 62.9%-62.9pp | 1.9%-1.9pp |
| Annual return | 13.68% | 23.90%-10.2pp | 9.35%+4.3pp | 23.90%-10.2pp |
| Employer contribution / active EE | $12,793 | $16,539-22.6% | $25,504-49.8% | $16,539-22.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $1,066-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,049-100.0% | $18,975-100.0% |