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 | $3,735,521 |
SHERRY OTTE7+ years Service code 16 · EIN 27-1459442 | Consulting | $114,571 |
COMMONSPIRIT HEALTH1 year Filed as: COMMONSPIRITHEALTH Service code 14 · EIN 47-0617373 | Plan Administrator | $84,873 |
POLSINELLI7+ years Service code 29 · EIN 43-1064260 | Legal | $61,836 |
ON MESSAGE CONSULTING1 year Service code 19 · EIN 27-3097525 | Securities Custodian | $9,029 |
FID INV INST OPS CO7+ years Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,487 | $68,062-9.7% | $185,854-66.9% | $106,520-42.3% |
| Participation rate | 94.8% | 75.2%+19.6pp | 81.7%+13.1pp | 71.3%+23.5pp |
| Annual return | 15.18% | 18.20%-3.0pp | 122.12%-106.9pp | 19.28%-4.1pp |
| Employer contribution / active EE | $3,561 | $1,997+78.3% | $5,169-31.1% | $2,840+25.4% |
| Participant deferral / active EE | $6,336 | $3,990+58.8% | $5,569+13.8% | $4,948+28.1% |
| Admin fee / account holder | $36 | $53-32.5% | $16,246-99.8% | $75-52.2% |