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 CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $75,233 |
REDW LLC5 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,957 |
MCDERMOTT WILL & EMERY LLP5 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $7,698 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,782 | $110,699-56.8% | $177,839-73.1% | $90,274-47.1% |
| Participation rate | 96.6% | 88.3%+8.2pp | 87.7%+8.9pp | 73.4%+23.2pp |
| Annual return | 17.39% | 22.79%-5.4pp | 48.33%-30.9pp | 53.97%-36.6pp |
| Employer contribution / active EE | $2,592 | $4,118-37.1% | $5,919-56.2% | $2,523+2.7% |
| Participant deferral / active EE | $3,502 | $6,731-48.0% | $7,714-54.6% | $4,231-17.2% |
| Admin fee / account holder | $40 | $90-55.8% | $12,432-99.7% | $114-65.1% |