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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $420,452 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM AND ASSOCIATES INC. Service code 72 · EIN 41-1567437 | Other investment fees and expenses | $26,441 |
CLIFTONLARSONALLEN LLP2+ years Service code 72 · EIN 41-0746749 | Other investment fees and expenses | $21,440 |
PAVILLION ADVISORY GROUP, INC.1+ years Filed as: PAVILLION ADVISORY GROUP INC. Service code 72 · EIN 04-3831795 | Other investment fees and expenses | $10,133 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,126 | $80,211+89.7% | $74,183+105.1% | $63,975+137.8% |
| Participation rate | 97.8% | 84.2%+13.6pp | 76.6%+21.2pp | 71.1%+26.7pp |
| Annual return | 10.32% | 14.13%-3.8pp | 17.74%-7.4pp | 48.65%-38.3pp |
| Employer contribution / active EE | $4,131 | $2,553+61.8% | $2,370+74.3% | $2,182+89.4% |
| Participant deferral / active EE | $6,349 | $4,370+45.3% | $3,550+78.9% | $3,356+89.2% |
| Admin fee / account holder | $178 | $67+164.9% | $5,586-96.8% | $70+152.7% |