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 04-2647786 | Recordkeeping | $49,587 |
REDW LLC1 year Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,298 |
Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 34-0145317 | Legal | $11,805 |
Service code 29 · EIN 74-2850022 | Legal | $4,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,669 | $49,270-62.1% | $156,551-88.1% | $329,111-94.3% |
| Participation rate | 70.0% | 68.1%+1.9pp | 84.0%-14.0pp | 67.9%+2.1pp |
| Annual return | 10.08% | 23.25%-13.2pp | 32.23%-22.2pp | 16.35%-6.3pp |
| Employer contribution / active EE | $2,382 | $1,534+55.2% | $5,501-56.7% | $2,303+3.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $4,871-100.0% | $3,682-100.0% |
| Admin fee / account holder | $12 | $51-76.5% | $13,028-99.9% | $754-98.4% |