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 CO8+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $121,496 |
REDW LLC7 years Filed as: REDW Service code 10 · EIN 85-0203431 | Accounting | $20,281 |
MCDERMOTT WILL & EMERY LLP7 years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-0145317 | Legal | $3,972 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,983 | $95,918-53.1% | $151,634-70.3% | $77,906-42.3% |
| Participation rate | 96.5% | 88.7%+7.8pp | 87.5%+9.0pp | 73.7%+22.8pp |
| Annual return | -16.69% | -5.50%-11.2pp | 3.32%-20.0pp | 12.16%-28.8pp |
| Employer contribution / active EE | $2,912 | $4,330-32.8% | $6,165-52.8% | $2,846+2.3% |
| Participant deferral / active EE | $4,017 | $7,508-46.5% | $8,363-52.0% | $4,805-16.4% |
| Admin fee / account holder | $52 | $93-44.2% | $11,614-99.6% | $133-60.8% |