Filed April 30, 1999
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 CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $83,021 |
REDW LLC3 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,886 |
MCDERMOTT WILL & EMERY LLP3 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $9,323 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,001 | $82,546-54.0% | $140,019-72.9% | $75,289-49.5% |
| Participation rate | 80.4% | 88.4%-7.9pp | 87.5%-7.1pp | 72.4%+8.0pp |
| Annual return | 0.08% | -0.36%+0.4pp | 651.19%-651.1pp | -0.04%+0.1pp |
| Employer contribution / active EE | $1,665 | $3,856-56.8% | $5,605-70.3% | $2,405-30.8% |
| Participant deferral / active EE | $2,327 | $5,731-59.4% | $6,927-66.4% | $3,739-37.8% |
| Admin fee / account holder | $54 | $86-36.6% | $10,705-99.5% | $102-46.8% |