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: DIVERSIFIED BUSNESS SOLUTIONS, INC Service code 16 · EIN 38-3506452 | Consulting | $69,170 |
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT STRATEGIES GROUP Service code 27 · EIN 43-1708520 | Advisory (Plan) | $54,708 |
POLSINELLI1+ years Filed as: POLSINELLI PC Service code 16 · EIN 43-1064260 | Consulting | $24,717 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $18,832 |
QDRO CONSULTANTS COMPANY, LLC1+ years Service code 16 · EIN 34-1820650 | Consulting | $9,063 |
SHERRY OTTE1+ years Service code 16 · EIN 27-1459442 | Consulting | $8,381 |
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$412,745 |
Participant contribution per participant 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 | $32,511 | $46,516-30.1% | $147,618-78.0% | $69,651-53.3% |
| Participation rate | 80.8% | 65.8%+15.0pp | 84.6%-3.8pp | 66.6%+14.2pp |
| Annual return | 21.31% | 9.48%+11.8pp | 61.98%-40.7pp | 53.77%-32.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,719-100.0% | $4,895-100.0% | $3,635-100.0% |
| Admin fee / account holder | -$4 | $45-107.9% | $11,612-100.0% | $63-105.6% |