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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $445,894 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 16 · EIN 26-1429809 | Consulting | $93,724 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $27,649 |
ELLIOTT GROUP CPAS, PLLC2 years Service code 10 · EIN 45-4771754 | Accounting | $5,000 |
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 | $271,033 | $82,204+229.7% | $105,387+157.2% | $82,204+229.7% |
| Participation rate | 96.9% | 73.4%+23.5pp | 82.6%+14.3pp | 73.4%+23.5pp |
| Annual return | 20.50% | 26.31%-5.8pp | 26.82%-6.3pp | 26.31%-5.8pp |
| Employer contribution / active EE | $7,560 | $2,707+179.3% | $4,213+79.4% | $2,707+179.3% |
| Participant deferral / active EE | $12,927 | $4,246+204.5% | $5,502+134.9% | $4,246+204.5% |
| Admin fee / account holder | $63 | $76-17.3% | $6,559-99.0% | $76-17.3% |