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 |
|---|---|---|
Filed as: FIDELITY INVEST INST Service code 37 · EIN 04-2647786 | Loan Processing | $3,431,834 |
SHERRY OTTE6+ years Service code 16 · EIN 27-1459442 | Consulting | $144,852 |
CATHOLIC HEALTH INITIATIVES5 years Service code 14 · EIN 47-0617373 | Plan Administrator | $67,977 |
MERCER6+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $67,729 |
POLSINELLI6+ years Service code 29 · EIN 43-1064260 | Legal | $52,845 |
GUIDESPARK5 years Filed as: GUIDESPARK INC. Service code 38 · EIN 26-2229814 | Participant Communication | $11,547 |
Service code 16 · EIN 62-1764489 | Consulting | $5,948 |
FID INV INST OPS CO6+ years Service code 60 | Sub-TA Fees | $0 |
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 | $52,287 | $66,513-21.4% | $178,510-70.7% | $106,273-50.8% |
| Participation rate | 94.5% | 73.8%+20.7pp | 81.9%+12.5pp | 70.8%+23.7pp |
| Annual return | 22.08% | 21.81%+0.3pp | 151.13%-129.0pp | 21.70%+0.4pp |
| Employer contribution / active EE | $3,400 | $1,776+91.5% | $5,011-32.1% | $2,722+24.9% |
| Participant deferral / active EE | $5,684 | $3,679+54.5% | $5,202+9.3% | $4,601+23.5% |
| Admin fee / account holder | $34 | $53-35.5% | $13,988-99.8% | $78-56.0% |