Filed November 9, 2005 (most recent of 5 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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $483,456 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 16 · EIN 26-1429809 | Consulting | $34,276 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTONLARSONALLENLLP Service code 10 · EIN 41-0746749 | Accounting | $24,357 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $5,048 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,251 | $67,505+250.0% | $81,367+190.4% | $67,505+250.0% |
| Participation rate | 96.1% | 71.2%+24.9pp | 82.3%+13.8pp | 71.2%+24.9pp |
| Annual return | 0.24% | 6.52%-6.3pp | -0.92%+1.2pp | 6.52%-6.3pp |
| Employer contribution / active EE | $4,940 | $2,173+127.3% | $3,930+25.7% | $2,173+127.3% |
| Participant deferral / active EE | $11,330 | $3,597+215.0% | $5,383+110.5% | $3,597+215.0% |
| Admin fee / account holder | $69 | $56+23.0% | $8,926-99.2% | $56+23.0% |