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 CO7+ years Service code 15 · EIN 04-2644778 | Recordkeeping | $98,257 |
MCDERMOTT WILL & EMERY LLP6 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $0 |
REDW LLC6 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,452 | $68,062-21.5% | $185,854-71.2% | $106,520-49.8% |
| Participation rate | 89.5% | 75.2%+14.3pp | 81.7%+7.8pp | 71.3%+18.2pp |
| Annual return | 15.33% | 18.20%-2.9pp | 122.12%-106.8pp | 19.28%-3.9pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,169-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $5,025 | $3,990+25.9% | $5,569-9.8% | $4,948+1.6% |
| Admin fee / account holder | $6 | $53-88.7% | $16,246-100.0% | $75-92.0% |