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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $484,517 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 16 · EIN 26-1429809 | Consulting | $102,834 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTONLARSONALLENLLP Service code 10 · EIN 41-0746749 | Accounting | $25,902 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $6,332 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $238,008 | $65,292+264.5% | $88,497+168.9% | $65,292+264.5% |
| Participation rate | 94.8% | 72.4%+22.3pp | 82.4%+12.4pp | 72.4%+22.3pp |
| Annual return | 6.42% | 11.84%-5.4pp | 7.63%-1.2pp | 11.84%-5.4pp |
| Employer contribution / active EE | $5,068 | $2,302+120.2% | $4,036+25.6% | $2,302+120.2% |
| Participant deferral / active EE | $10,905 | $3,579+204.7% | $4,899+122.6% | $3,579+204.7% |
| Admin fee / account holder | $74 | $57+29.6% | $6,220-98.8% | $57+29.6% |