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 CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $102,753 |
REDW LLC4 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,957 |
MCDERMOTT WILL & EMERY LLP4 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $830 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,070 | $95,776-57.1% | $162,185-74.7% | $77,775-47.2% |
| Participation rate | 94.5% | 88.6%+5.9pp | 87.6%+7.0pp | 73.2%+21.3pp |
| Annual return | 25.48% | 37.03%-11.6pp | 115.61%-90.1pp | 32.58%-7.1pp |
| Employer contribution / active EE | $1,903 | $3,874-50.9% | $5,613-66.1% | $2,504-24.0% |
| Participant deferral / active EE | $3,255 | $6,125-46.9% | $7,297-55.4% | $3,966-17.9% |
| Admin fee / account holder | $50 | $88-42.5% | $10,844-99.5% | $100-49.7% |