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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $350,052 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 | Advisory (Plan) | $62,667 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $21,791 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,801 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,706 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,635 | $78,852+79.6% | $76,768+84.5% | $75,289+88.1% |
| Participation rate | 95.9% | 85.0%+10.9pp | 77.0%+19.0pp | 72.4%+23.5pp |
| Annual return | -6.41% | -1.29%-5.1pp | 2.43%-8.8pp | -0.04%-6.4pp |
| Employer contribution / active EE | $2,200 | $2,794-21.3% | $2,485-11.5% | $2,405-8.5% |
| Participant deferral / active EE | $6,838 | $4,800+42.5% | $3,852+77.5% | $3,739+82.9% |
| Admin fee / account holder | $168 | $79+113.1% | $6,676-97.5% | $102+64.5% |