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 | $4,096,105 |
COMMONSPIRIT HEALTH2 years Filed as: COMMONSPIRITHEALTH Service code 14 · EIN 47-0617373 | Plan Administrator | $220,422 |
SHERRY OTTE8+ years Service code 16 · EIN 27-1459442 | Consulting | $78,304 |
POLSINELLI8+ years Service code 29 · EIN 43-1064260 | Legal | $73,640 |
FID INV INST OPS CO8+ years Service code 60 | Sub-TA Fees | $0 |
ON MESSAGE CONSULTING2 years Service code 19 · EIN 27-3097525 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,148 | $83,057-37.2% | $143,757-63.7% | $89,394-41.7% |
| Participation rate | 94.1% | 74.0%+20.1pp | 80.3%+13.8pp | 71.3%+22.8pp |
| Annual return | -17.51% | -13.97%-3.5pp | -0.04%-17.5pp | -11.89%-5.6pp |
| Employer contribution / active EE | $3,735 | $2,095+78.3% | $4,951-24.6% | $3,022+23.6% |
| Participant deferral / active EE | $6,520 | $4,281+52.3% | $5,637+15.7% | $5,123+27.3% |
| Admin fee / account holder | $36 | $83-57.1% | $14,673-99.8% | $79-55.2% |