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 |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES5 years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $74,115 |
HERONBRIDGE7+ years Service code 27 · EIN 44-7995424 | Advisory (Plan) | $32,386 |
Service code 27 · EIN 44-7995432 | Advisory (Plan) | $32,360 |
Service code 11 · EIN 13-3689044 | Actuarial | $29,048 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK NA Service code 14 · EIN 94-1347393 | Plan Administrator | $27,337 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $97,450-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 41.9%-41.9pp | 0.7%-0.7pp |
| Annual return | 8.72% | 13.24%-4.5pp | 10.56%-1.8pp | 13.24%-4.5pp |
| Employer contribution / active EE | $22,834 | $14,616+56.2% | $28,542-20.0% | $14,616+56.2% |
| Participant deferral / active EE | $0 | $830-100.0% | $484-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1,464-100.0% | $4,137-100.0% |