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 04-2647786 | Recordkeeping | $285,672 |
MCDERMOTT WILL & EMERY LLP2 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 34-0145317 | Legal | $21,757 |
REDW LLC2 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,335 |
Service code 29 · EIN 74-2850022 | Legal | $942 |
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 | $23,299 | $53,684-56.6% | $170,435-86.3% | $80,976-71.2% |
| Participation rate | 72.9% | 69.2%+3.7pp | 83.6%-10.7pp | 68.3%+4.6pp |
| Annual return | 19.79% | 25.97%-6.2pp | 205.94%-186.1pp | 22.91%-3.1pp |
| Employer contribution / active EE | $2,620 | $1,642+59.6% | $5,432-51.8% | $2,402+9.1% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $4,939-100.0% | $3,848-100.0% |
| Admin fee / account holder | $32 | $46-31.9% | $13,881-99.8% | $67-53.2% |