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 |
|---|---|---|
Service code 16 · EIN 38-3506452 | Consulting | $205,639 |
SHERRY OTTE2+ years Service code 16 · EIN 27-1459442 | Consulting | $131,955 |
POLSINELLI2+ years Service code 29 · EIN 43-1064260 | Legal | $88,078 |
Service code 14 · EIN 47-0617373 | Plan Administrator | $71,506 |
Filed as: SUMMIT STRATEGIES INC. Service code 27 · EIN 43-1708520 | Advisory (Plan) | $50,023 |
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,802 |
GUIDESPARK1 year Filed as: GUIDESPARK INC. Service code 16 · EIN 26-2229810 | Consulting | $19,000 |
QDRO CONSULTANTS COMPANY, LLC2+ years Service code 16 · EIN 34-1820650 | Consulting | $8,300 |
WRITE ON TARGET1 year Filed as: WRITE ON TARGET INC. Service code 16 · EIN 31-1431575 | Consulting | $5,820 |
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 | $20,357 | $49,270-58.7% | $156,551-87.0% | $329,111-93.8% |
| Participation rate | 92.7% | 68.1%+24.6pp | 84.0%+8.7pp | 67.9%+24.8pp |
| Annual return | 16.15% | 23.25%-7.1pp | 32.23%-16.1pp | 16.35%-0.2pp |
| Employer contribution / active EE | $2,798 | $1,534+82.4% | $5,501-49.1% | $2,303+21.5% |
| Participant deferral / active EE | $4,287 | $2,920+46.8% | $4,871-12.0% | $3,682+16.4% |
| Admin fee / account holder | $6 | $51-88.3% | $13,028-100.0% | $754-99.2% |