Filed October 18, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $403,682 |
JEFFREY SLOCUM & ASSOCIATES1+ years Filed as: JEFFREY SLOCUM AND ASSOCIATES INC. Service code 72 · EIN 41-1567437 | Other investment fees and expenses | $24,812 |
CLIFTONLARSONALLEN LLP1+ years Service code 72 · EIN 41-0746749 | Other investment fees and expenses | $20,916 |
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 | $148,033 | $71,957+105.7% | $67,652+118.8% | $59,188+150.1% |
| Participation rate | 97.6% | 82.7%+15.0pp | 75.7%+22.0pp | 69.4%+28.2pp |
| Annual return | -3.59% | 8.53%-12.1pp | 6625.40%-6629.0pp | 5.51%-9.1pp |
| Employer contribution / active EE | $4,202 | $2,432+72.8% | $2,266+85.5% | $2,098+100.3% |
| Participant deferral / active EE | $6,166 | $4,211+46.4% | $3,560+73.2% | $3,265+88.9% |
| Admin fee / account holder | $173 | $64+169.1% | $4,821-96.4% | $92+87.3% |