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 CO4+ years Service code 15 · EIN 04-2644778 | Recordkeeping | $458,067 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $24,509 |
REDW LLC3 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,885 |
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 | $40,325 | $46,969-14.1% | $154,110-73.8% | $73,367-45.0% |
| Participation rate | 85.1% | 72.4%+12.7pp | 83.0%+2.1pp | 69.5%+15.6pp |
| Annual return | -3.17% | 821.68%-824.8pp | 735.22%-738.4pp | 173.45%-176.6pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $4,024 | $3,162+27.3% | $5,081-20.8% | $4,033-0.2% |
| Admin fee / account holder | $38 | $47-18.7% | $13,412-99.7% | $68-44.6% |