Filed April 6, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES5+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 17 · EIN 02-0426421 | Pension Consulting | $60,059 |
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 | $234,308 | $95,542+145.2% | $69,461+237.3% | $67,579+246.7% |
| Participation rate | 89.0% | 79.4%+9.6pp | 74.6%+14.4pp | 71.3%+17.7pp |
| Annual return | 16.00% | 17.67%-1.7pp | 28.97%-13.0pp | 378.56%-362.6pp |
| Employer contribution / active EE | $8,892 | $2,989+197.5% | $2,779+219.9% | $2,148+314.0% |
| Participant deferral / active EE | $8,378 | $3,263+156.8% | $3,536+136.9% | $3,539+136.7% |
| Admin fee / account holder | $79 | $90-12.4% | $3,840-97.9% | $142-44.7% |