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 CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $261,708 |
MCDERMOTT WILL & EMERY LLP7 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 34-0145317 | Legal | $1,302 |
REDW LLC7 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,402 | $83,057-65.8% | $143,801-80.2% | $89,433-68.2% |
| Participation rate | 71.6% | 74.0%-2.4pp | 80.3%-8.7pp | 71.3%+0.3pp |
| Annual return | -18.27% | -13.97%-4.3pp | -0.04%-18.2pp | -11.88%-6.4pp |
| Employer contribution / active EE | $3,099 | $2,095+47.9% | $4,952-37.4% | $3,021+2.6% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $5,639-100.0% | $5,125-100.0% |
| Admin fee / account holder | $20 | $83-75.8% | $14,680-99.9% | $79-74.7% |