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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $437,704 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 16 · EIN 26-1429809 | Consulting | $73,690 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $29,936 |
ELLIOTT GROUP CPAS, PLLC1 year Service code 10 · EIN 45-4771754 | Accounting | $5,000 |
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 | $232,330 | $68,904+237.2% | $90,782+155.9% | $68,904+237.2% |
| Participation rate | 96.2% | 74.1%+22.1pp | 82.7%+13.6pp | 74.1%+22.1pp |
| Annual return | -4.28% | 1.07%-5.3pp | -3.42%-0.9pp | 1.07%-5.3pp |
| Employer contribution / active EE | $6,990 | $2,540+175.1% | $4,105+70.3% | $2,540+175.1% |
| Participant deferral / active EE | $12,812 | $4,015+219.1% | $5,366+138.8% | $4,015+219.1% |
| Admin fee / account holder | $59 | $71-16.8% | $5,908-99.0% | $71-16.8% |