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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $537,724 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 16 · EIN 26-1429809 | Consulting | $69,859 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $28,999 |
ELLIOTT GROUP CPAS, PLLC3 years Service code 10 · EIN 45-4771754 | Accounting | $5,000 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP, INC. Service code 33 | Securities brokerage | $0 |
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 | $296,082 | $93,223+217.6% | $112,977+162.1% | $93,223+217.6% |
| Participation rate | 97.0% | 74.9%+22.1pp | 82.6%+14.4pp | 74.9%+22.1pp |
| Annual return | 13.48% | 19.29%-5.8pp | 24.24%-10.8pp | 19.29%-5.8pp |
| Employer contribution / active EE | $7,315 | $2,680+173.0% | $4,255+71.9% | $2,680+173.0% |
| Participant deferral / active EE | $13,434 | $4,563+194.4% | $5,836+130.2% | $4,563+194.4% |
| Admin fee / account holder | $65 | $79-17.8% | $6,294-99.0% | $79-17.8% |