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 CO3+ years Service code 15 · EIN 04-2644778 | Recordkeeping | $630,364 |
REDW LLC2 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,334 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $5,600 |
Service code 29 · EIN 74-2850022 | Legal | $2,058 |
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 | $47,699 | $53,684-11.1% | $170,435-72.0% | $80,976-41.1% |
| Participation rate | 81.7% | 69.2%+12.5pp | 83.6%-1.9pp | 68.3%+13.4pp |
| Annual return | 19.17% | 25.97%-6.8pp | 205.94%-186.8pp | 22.91%-3.7pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,432-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $4,092 | $3,017+35.7% | $4,939-17.2% | $3,848+6.3% |
| Admin fee / account holder | $57 | $46+22.8% | $13,881-99.6% | $67-15.6% |