Filed April 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 28 · EIN 02-0426421 | Investment Management | $52,598 |
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 | $191,887 | $67,166+185.7% | $57,356+234.6% | $55,191+247.7% |
| Participation rate | 99.7% | 77.7%+22.0pp | 75.1%+24.6pp | 69.2%+30.5pp |
| Annual return | 1.93% | 4.22%-2.3pp | 24.41%-22.5pp | 10.78%-8.8pp |
| Employer contribution / active EE | $9,536 | $2,812+239.1% | $2,689+254.7% | $1,899+402.3% |
| Participant deferral / active EE | $8,175 | $2,835+188.4% | $3,162+158.6% | $3,046+168.4% |
| Admin fee / account holder | $74 | $44+70.3% | $3,357-97.8% | $91-18.3% |