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+ years Service code 37 · EIN 04-2647786 | Loan Processing | $329,780 |
Service code 16 · EIN 38-3506452 | Consulting | $245,205 |
SHERRY OTTE1+ years Service code 16 · EIN 27-1459442 | Consulting | $147,667 |
POLSINELLI1+ years Service code 29 · EIN 43-1064260 | Legal | $73,153 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWER WATSON Service code 14 · EIN 53-0181291 | Plan Administrator | $58,235 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $57,788 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES INC Service code 27 · EIN 43-1708520 | Advisory (Plan) | $33,922 |
QDRO CONSULTANTS COMPANY, LLC1+ years Service code 16 · EIN 34-1820650 | Consulting | $5,538 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,555 | $46,516-70.9% | $147,618-90.8% | $69,651-80.5% |
| Participation rate | 90.6% | 65.8%+24.8pp | 84.6%+6.0pp | 66.6%+24.0pp |
| Annual return | 6.47% | 9.48%-3.0pp | 61.98%-55.5pp | 53.77%-47.3pp |
| Employer contribution / active EE | $2,711 | $1,393+94.6% | $5,564-51.3% | $2,241+21.0% |
| Participant deferral / active EE | $3,867 | $2,719+42.2% | $4,895-21.0% | $3,635+6.4% |
| Admin fee / account holder | $10 | $45-78.8% | $11,612-99.9% | $63-85.0% |