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 |
|---|---|---|
SHERRY OTTE4+ years Service code 16 · EIN 27-1459442 | Consulting | $144,021 |
CATHOLIC HEALTH INITIATIVES3 years Service code 14 · EIN 47-0617373 | Plan Administrator | $76,259 |
POLSINELLI4+ years Service code 29 · EIN 43-1064260 | Legal | $72,664 |
SUMMIT FINANCIAL CORPORATION3 years Filed as: SUMMIT STRATEGIES INC. Service code 27 · EIN 43-1708520 | Advisory (Plan) | $55,078 |
Service code 16 · EIN 62-1764489 | Consulting | $31,392 |
QDRO CONSULTANTS COMPANY, LLC4+ years Service code 16 · EIN 34-1820650 | Consulting | $17,950 |
GUIDESPARK3 years Filed as: GUIDESPARK INC. Service code 16 · EIN 26-2229810 | Consulting | $10,474 |
FID INV INST OPS CO4+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$2,072,580 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,902 | $46,969-34.2% | $154,110-79.9% | $73,367-57.9% |
| Participation rate | 90.8% | 72.4%+18.4pp | 83.0%+7.8pp | 69.5%+21.4pp |
| Annual return | -5.99% | 821.68%-827.7pp | 735.22%-741.2pp | 173.45%-179.4pp |
| Employer contribution / active EE | $2,912 | $1,723+69.0% | $5,298-45.0% | $2,499+16.5% |
| Participant deferral / active EE | $4,747 | $3,162+50.1% | $5,081-6.6% | $4,033+17.7% |
| Admin fee / account holder | -$16 | $47-134.8% | $13,412-100.1% | $68-123.7% |