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 CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $217,029 |
MCDERMOTT WILL & EMERY LLP8 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 34-0145317 | Legal | $29,519 |
REDW LLC8 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $20,257 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,556 | $68,330-50.9% | $149,740-77.6% | $96,393-65.2% |
| Participation rate | 72.0% | 74.6%-2.6pp | 78.8%-6.7pp | 71.3%+0.8pp |
| Annual return | 19.05% | 29.64%-10.6pp | 134.51%-115.5pp | 22.88%-3.8pp |
| Employer contribution / active EE | $3,189 | $2,139+49.1% | $4,821-33.8% | $3,239-1.5% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $5,683-100.0% | $5,455-100.0% |
| Admin fee / account holder | $20 | $52-62.2% | $13,222-99.9% | $74-73.4% |