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 | $792,268 |
Service code 16 · EIN 26-1429809 | Consulting | $68,168 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $31,232 |
ELLIOTT GROUP CPAS, PLLC4 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 |
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 | $224,644 | $93,223+141.0% | $112,977+98.8% | $93,223+141.0% |
| Participation rate | 97.6% | 74.9%+22.7pp | 82.6%+15.1pp | 74.9%+22.7pp |
| Annual return | 11.50% | 19.29%-7.8pp | 24.24%-12.7pp | 19.29%-7.8pp |
| Employer contribution / active EE | $3,689 | $2,680+37.7% | $4,255-13.3% | $2,680+37.7% |
| Participant deferral / active EE | $12,106 | $4,563+165.3% | $5,836+107.4% | $4,563+165.3% |
| Admin fee / account holder | $73 | $79-8.4% | $6,294-98.8% | $79-8.4% |