Filed June 1, 2006 (most recent of 2 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 |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID INVEST INST OPS CO Service code 37 · EIN 04-2647786 | Loan Processing | $3,477,670 |
COMMONSPIRIT HEALTH1 year Service code 14 · EIN 47-0617373 | Plan Administrator | $37,760 |
POLSINELLI1 year Filed as: POLSINELLI PC Service code 29 · EIN 43-1064260 | Legal | $37,760 |
QDRO CONSULTANTS COMPANY, LLC10+ years Service code 16 · EIN 34-1820650 | Consulting | $20,100 |
FID INV INST OPS CO10+ years Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $523,506 | $73,283+614.4% | $155,556+236.5% | $106,553+391.3% |
| Participation rate | 0.0% | 73.3%-73.3pp | 78.2%-78.2pp | 69.8%-69.8pp |
| Annual return | 10.58% | 15.76%-5.2pp | 64.84%-54.3pp | 17.37%-6.8pp |
| Employer contribution / active EE | $3,767 | $2,241+68.1% | $4,675-19.4% | $3,359+12.1% |
| Participant deferral / active EE | $6,333 | $4,567+38.7% | $5,631+12.5% | $5,562+13.8% |
| Admin fee / account holder | $120 | $56+115.4% | $15,885-99.2% | $80+51.2% |