Filed August 19, 2008 (most recent of 4 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 & ASSOCIATES1+ years Filed as: PRIME BUCHHOLZ Service code 16 P. O. BOX 16011 · LEWISTON, ME 042439588 | Consulting | $86,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$108,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $210,458 | $37,039+468.2% | $147,618+42.6% | $59,188+255.6% |
| Participation rate | 13.4% | 63.8%-50.4pp | 84.6%-71.2pp | 69.4%-56.0pp |
| Annual return | -0.70% | 7.19%-7.9pp | 61.98%-62.7pp | 5.51%-6.2pp |
| Employer contribution / active EE | $1,461 | $1,353+8.0% | $5,564-73.7% | $2,098-30.4% |
| Participant deferral / active EE | $3,265 | $2,094+55.9% | $4,895-33.3% | $3,2650% |
| Admin fee / account holder | -$24 | $60-139.9% | $11,612-100.2% | $92-126.1% |