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| Provider | Service type | Compensation |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES2+ years Filed as: PRIME BUCHHOLZ Service code 27 P.O. BOX 16011 · LEWISTON, ME 04243 | Advisory (Plan) | $195,564 |
FEDERATED2+ years Filed as: FEDERATED CLOVER Service code 16 · EIN 16-1263400 | Consulting | $43,722 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,390 |
BONADIO & CO., LLP1 year Filed as: BONADIO AND CO., LLP Service code 10 171 SULLY'S TRAIL · PITTFORD, NY 14534 | Accounting | $19,100 |
CICCARELLI ADVISORY2+ years Service code 16 · EIN 59-2596081 | Consulting | $7,000 |
CLS INVESTMENTS2+ years Service code 16 · EIN 32-0070947 | Consulting | $5,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,081 |
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 | $451,326 | $80,177+462.9% | $123,894+264.3% | $57,661+682.7% |
| Participation rate | 99.6% | 74.4%+25.1pp | 81.4%+18.2pp | 70.2%+29.3pp |
| Annual return | 9.05% | 17.90%-8.9pp | 47.52%-38.5pp | 5.13%+3.9pp |
| Employer contribution / active EE | $13,124 | $2,913+350.6% | $4,617+184.3% | $1,974+564.9% |
| Participant deferral / active EE | $10,887 | $5,130+112.2% | $5,984+81.9% | $3,061+255.7% |
| Admin fee / account holder | $198 | $106+85.8% | $8,357-97.6% | $95+109.0% |