Filed October 2, 1992
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.9+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 780216 · PHILADELPHIA, PA 19178 | Recordkeeping | $79,298 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $77,258 |
CLIFTONLARSONALLEN LLP9+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 PO BOX 31001-2443 · PASADENA, CA 91110 | Accounting | $19,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $382,490 | $95,438+300.8% | $135,998+181.2% | $74,478+413.6% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 37.06% | 32.61%+4.5pp | 68.37%-31.3pp | 34.37%+2.7pp |
| Employer contribution / active EE | $12,337 | $3,878+218.1% | $4,860+153.9% | $2,637+367.9% |
| Participant deferral / active EE | $12,434 | $7,790+59.6% | $7,761+60.2% | $4,530+174.5% |
| Admin fee / account holder | $398 | $259+53.9% | $10,769-96.3% | $347+14.8% |