Filed October 18, 2004
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 |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-3046063 50 LASALLE STREET · CHICAGO, MI 60603 | Bank Trustee | $51,525 |
WATKINS ROSS9 years Service code 11 · EIN 38-1477362 200 OTTAWA AVE STE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $20,556 |
UHY LLP9 years Filed as: UHY Service code 10 · EIN 20-0694403 27725 STANSBURY BLVD, SUITE 200 · FARMINGTON HILLS, MI 48334 | Accounting | $10,000 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | 5.50% | 7.83%-2.3pp | 8.34%-2.8pp | 13.05%-7.5pp |
| Employer contribution / active EE | $0 | $34,993-100.0% | $30,790-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |