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| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES1+ years Filed as: PRIME BUCHHOLZ Service code 27 P.O. BOX 16011 · LEWISTON, ME 04243 | Advisory (Plan) | $92,229 |
FEDERATED1+ years Filed as: FEDERATED CLOVER Service code 16 · EIN 16-1263400 | Consulting | $54,994 |
SENECA1+ years Service code 99 500 LINDEN OAKS · ROCHESTER, NY 14625 | Other Fees | $11,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,868 |
CICCARELLI ADVISORY1+ years Service code 16 · EIN 59-2596081 | Consulting | $7,000 |
CLS INVESTMENTS1+ years Service code 10 · EIN 32-0070947 | Accounting | $5,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$93,414 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $416,549 | $88,324+371.6% | $115,038+262.1% | $55,191+654.7% |
| Participation rate | 99.4% | 72.5%+26.9pp | 81.4%+18.1pp | 69.2%+30.3pp |
| Annual return | 8.23% | 6.30%+1.9pp | 26.14%-17.9pp | 10.78%-2.6pp |
| Employer contribution / active EE | $12,816 | $2,805+356.9% | $4,608+178.1% | $1,899+575.0% |
| Participant deferral / active EE | $10,313 | $5,042+104.5% | $6,026+71.1% | $3,046+238.5% |
| Admin fee / account holder | $65 | $105-38.6% | $8,175-99.2% | $91-28.8% |