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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $484,727 |
NEW ENGLAND PENSION CONSULTANTS3+ years Service code 16 · EIN 26-1429809 | Consulting | $53,436 |
CLIFTONLARSONALLEN LLP3+ years Filed as: CLIFTONLARSONALLENLLP Service code 10 · EIN 41-0746749 | Accounting | $14,976 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,136 | $177,276+41.7% | $97,995+156.3% | $177,276+41.7% |
| Participation rate | 96.2% | 74.8%+21.3pp | 82.4%+13.8pp | 74.8%+21.3pp |
| Annual return | 14.87% | 21.25%-6.4pp | 23.94%-9.1pp | 21.25%-6.4pp |
| Employer contribution / active EE | $5,727 | $2,479+131.0% | $4,158+37.7% | $2,479+131.0% |
| Participant deferral / active EE | $11,311 | $3,881+191.5% | $5,097+121.9% | $3,881+191.5% |
| Admin fee / account holder | $61 | $154-60.5% | $5,943-99.0% | $154-60.5% |