Filed February 21, 1997 (most recent of 2 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $111,287 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $75,876 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $56,318 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-3061021 | Investment Management | $41,406 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Filed as: HAMLIN CAPITAL MANAGEMENT LLC Service code 28 · EIN 52-2344187 | Investment Management | $39,328 |
EDGEWOOD MANAGEMENT LLC1+ years Service code 28 · EIN 20-4044179 | Investment Management | $34,652 |
COMERICA BANK1+ years Service code 12 · EIN 38-1953872 | Contract Administrator; Recordkeeping... | $29,528 |
NEPC, LLC1+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $7,337 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $0 |
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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 | $0 | $211,396-100.0% | $186,087-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 4.3%-4.3pp |
| Annual return | -2.17% | -1.76%-0.4pp | -2.13%0pp | 2.81%-5.0pp |
| Employer contribution / active EE | $16,740 | $19,174-12.7% | $34,127-50.9% | $16,358+2.3% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $941-100.0% | $1,639-100.0% |