Filed August 4, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
BUCKMAN ADVISORY GROUP LLC3 years Service code 28 · EIN 20-1959178 44 CHURCH ST · LITTLE SILVER, NJ 07739 | Investment Management | $24,243 |
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $15,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,020 | $55,470-0.8% | $155,556-64.6% | $74,478-26.1% |
| Participation rate | 51.4% | 61.9%-10.5pp | 78.2%-26.8pp | 67.2%-15.8pp |
| Annual return | 12.49% | 269.80%-257.3pp | 64.84%-52.3pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $487 | $2,267-78.5% | $4,675-89.6% | $2,626-81.5% |
| Participant deferral / active EE | $4,025 | $2,838+41.8% | $5,631-28.5% | $4,350-7.5% |
| Admin fee / account holder | $248 | $1,744-85.8% | $15,885-98.4% | $1,946-87.3% |