Filed February 16, 1996
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 |
|---|---|---|
BUKATY COMPANIES O'RENICK WEALTH1+ years Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,783 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $6,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,426 | $39,458+37.9% | $60,547-10.1% | $55,191-1.4% |
| Participation rate | 38.0% | 59.6%-21.6pp | 68.0%-29.9pp | 69.2%-31.1pp |
| Annual return | 1.25% | 3.35%-2.1pp | 335.64%-334.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $542 | $1,210-55.2% | $2,419-77.6% | $1,899-71.5% |
| Participant deferral / active EE | $2,062 | $2,140-3.7% | $3,328-38.0% | $3,046-32.3% |
| Admin fee / account holder | $100 | $95+5.6% | $4,536-97.8% | $91+10.6% |