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 CO7+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $139,797 |
REDW LLC6 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $19,418 |
MCDERMOTT WILL & EMERY LLP6 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $543 |
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 | $53,559 | $118,337-54.7% | $189,534-71.7% | $93,010-42.4% |
| Participation rate | 94.4% | 89.1%+5.3pp | 87.8%+6.6pp | 73.9%+20.5pp |
| Annual return | 15.84% | 21.77%-5.9pp | 555.39%-539.5pp | 158.70%-142.9pp |
| Employer contribution / active EE | $2,843 | $4,204-32.4% | $6,162-53.9% | $2,705+5.1% |
| Participant deferral / active EE | $3,425 | $7,123-51.9% | $8,220-58.3% | $4,561-24.9% |
| Admin fee / account holder | $59 | $100-41.3% | $12,049-99.5% | $152-61.4% |