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 |
|---|---|---|
Filed as: PRIME BUCHOLZ Service code 16 · EIN 02-0426421 | Consulting | $32,619 |
Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $18,250 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $10,880 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$198,224 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,904 | $45,382+104.7% | $154,110-39.7% | $75,289+23.4% |
| Participation rate | 99.7% | 65.9%+33.8pp | 83.0%+16.7pp | 72.4%+27.3pp |
| Annual return | -6.03% | -0.47%-5.6pp | 735.22%-741.3pp | -0.04%-6.0pp |
| Employer contribution / active EE | $2,366 | $1,533+54.3% | $5,298-55.3% | $2,405-1.6% |
| Participant deferral / active EE | $5,574 | $2,384+133.8% | $5,081+9.7% | $3,739+49.1% |
| Admin fee / account holder | $41 | $89-53.7% | $13,412-99.7% | $102-59.6% |