Filed April 6, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES6+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 17 · EIN 02-0426421 | Pension Consulting | $58,498 |
SCHULTE ROTH & ZABEL LLP1 year Service code 29 · EIN 13-2633996 | Legal | $12,060 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $11,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,575 | $84,948+196.2% | $70,476+257.0% | $73,412+242.7% |
| Participation rate | 93.3% | 79.9%+13.4pp | 75.1%+18.3pp | 72.2%+21.2pp |
| Annual return | 12.68% | 13.39%-0.7pp | 109.12%-96.4pp | 59.30%-46.6pp |
| Employer contribution / active EE | $9,194 | $2,834+224.4% | $2,738+235.8% | $2,234+311.6% |
| Participant deferral / active EE | $7,998 | $3,387+136.1% | $3,710+115.6% | $3,806+110.2% |
| Admin fee / account holder | $102 | $98+3.7% | $3,847-97.4% | $158-35.6% |