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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVEST INST Service code 37 · EIN 04-2647786 | Loan Processing | $3,119,066 |
SHERRY OTTE5+ years Service code 16 · EIN 27-1459442 | Consulting | $121,506 |
POLSINELLI5+ years Service code 29 · EIN 43-1064260 | Legal | $79,101 |
MERCER5+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $62,115 |
CATHOLIC HEALTH INITIATIVES4 years Service code 14 · EIN 47-0617373 | Plan Administrator | $57,324 |
TRUE NORTH CUSTOM PUBLISHING, LLC3 years Service code 16 · EIN 62-1764489 | Consulting | $18,385 |
GUIDESPARK4 years Filed as: GUIDESPARK INC. Service code 38 · EIN 26-2229814 | Participant Communication | $10,997 |
FID INV INST OPS CO5+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,355 | $58,202-30.7% | $172,739-76.6% | $89,569-54.9% |
| Participation rate | 94.3% | 72.8%+21.5pp | 82.6%+11.7pp | 69.6%+24.7pp |
| Annual return | 25.25% | 61.59%-36.3pp | 802.84%-777.6pp | 34.56%-9.3pp |
| Employer contribution / active EE | $3,338 | $1,759+89.8% | $5,143-35.1% | $2,584+29.2% |
| Participant deferral / active EE | $5,508 | $3,335+65.2% | $5,198+6.0% | $4,220+30.5% |
| Admin fee / account holder | $31 | $53-41.1% | $13,954-99.8% | $72-56.8% |