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 CO5+ years Service code 15 · EIN 04-2644778 | Recordkeeping | $194,941 |
REDW LLC4 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,957 |
MCDERMOTT WILL & EMERY LLP4 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $11,604 |
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 | $44,014 | $58,202-24.4% | $172,757-74.5% | $89,609-50.9% |
| Participation rate | 88.8% | 72.8%+16.0pp | 82.6%+6.2pp | 69.6%+19.2pp |
| Annual return | 24.14% | 61.59%-37.4pp | 803.06%-778.9pp | 33.65%-9.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,144-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,250 | $3,335+27.4% | $5,198-18.2% | $4,222+0.7% |
| Admin fee / account holder | $15 | $53-71.3% | $13,956-99.9% | $72-78.9% |