Filed December 22, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
BUTLER & BURKE LLP8+ years Filed as: BUTLER CAPITAL ADVISORS Service code 28 28350 KENSINGTON LN #100 · PERRYSBURG, OH 43551 | Investment Management | $31,282 |
EMPLOYEE FIDUCIARY, LLC7 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $12,299 |
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 | $28,112 | $55,470-49.3% | $155,556-81.9% | $74,478-62.3% |
| Participation rate | 93.1% | 61.9%+31.2pp | 78.2%+14.9pp | 67.2%+25.9pp |
| Annual return | 13.18% | 269.80%-256.6pp | 64.84%-51.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $1,994 | $2,267-12.0% | $4,675-57.3% | $2,626-24.1% |
| Participant deferral / active EE | $2,864 | $2,838+0.9% | $5,631-49.1% | $4,350-34.2% |
| Admin fee / account holder | $120 | $1,744-93.1% | $15,885-99.2% | $1,946-93.8% |