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 CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $204,346 |
REDW LLC9 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $20,449 |
MCDERMOTT WILL & EMERY LLP9 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 34-0145317 | Legal | $11,457 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,210 | $73,283-47.9% | $155,556-75.4% | $106,553-64.1% |
| Participation rate | 72.9% | 73.3%-0.4pp | 78.2%-5.4pp | 69.8%+3.0pp |
| Annual return | 14.67% | 15.76%-1.1pp | 64.84%-50.2pp | 17.37%-2.7pp |
| Employer contribution / active EE | $3,334 | $2,241+48.8% | $4,675-28.7% | $3,359-0.7% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $17 | $56-69.6% | $15,885-99.9% | $80-78.7% |