Filed April 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES4+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 17 · EIN 02-0426421 | Pension Consulting | $57,947 |
LOEB1 year Filed as: LOEB & TROPER LLP Service code 28 · EIN 13-1517563 | Investment Management | $9,900 |
BUCK GLOBAL, LLC1 year Service code 28 · EIN 83-1116912 | Investment Management | $7,600 |
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 | $217,803 | $70,083+210.8% | $59,887+263.7% | $55,725+290.9% |
| Participation rate | 91.7% | 78.4%+13.3pp | 74.7%+17.0pp | 70.9%+20.8pp |
| Annual return | -1.61% | 3.13%-4.7pp | 3.46%-5.1pp | 244.93%-246.5pp |
| Employer contribution / active EE | $9,021 | $2,878+213.4% | $2,722+231.4% | $2,078+334.1% |
| Participant deferral / active EE | $7,807 | $3,079+153.6% | $3,402+129.5% | $3,356+132.7% |
| Admin fee / account holder | $101 | $70+44.2% | $3,591-97.2% | $115-12.0% |