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 | $58,099 |
PRIME, BUCHHOLZ & ASSOCIATES6 years Filed as: PRIME BUCHHOLZ & ASSOCIATES, INC. Service code 27 · EIN 02-0426421 | Advisory (Plan) | $46,560 |
HERONBRIDGE8+ years Service code 27 · EIN 44-7995424 | Advisory (Plan) | $30,586 |
Service code 27 · EIN 44-7995432 | Advisory (Plan) | $25,256 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 14 · EIN 51-0099493 | Plan Administrator | $16,119 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $56,546-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -6.41% | 2.78%-9.2pp | -11.22%+4.8pp | 2.78%-9.2pp |
| Employer contribution / active EE | $18,745 | $15,276+22.7% | $32,882-43.0% | $15,276+22.7% |
| Participant deferral / active EE | $0 | $691-100.0% | $579-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,473-100.0% | $1,015-100.0% |