Filed December 2, 2011 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO2+ years Service code 15 · EIN 04-2644778 | Recordkeeping | $95,040 |
REDW LLC1 year Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,834 |
Service code 29 · EIN 74-2850022 | Legal | $5,508 |
Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $2,985 |
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 | $43,507 | $49,270-11.7% | $156,551-72.2% | $329,111-86.8% |
| Participation rate | 73.4% | 68.1%+5.3pp | 84.0%-10.6pp | 67.9%+5.6pp |
| Annual return | 10.09% | 23.25%-13.2pp | 32.23%-22.1pp | 16.35%-6.3pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $3,540 | $2,920+21.2% | $4,871-27.3% | $3,682-3.9% |
| Admin fee / account holder | $18 | $51-64.0% | $13,028-99.9% | $754-97.6% |