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 COMPANY2+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-3046063 50 LASALLE STREET · CHICAGO, MI 60603 | Bank Trustee | $51,134 |
WATKINS ROSS1 year Service code 11 · EIN 38-1477362 200 OTTAWA AVE STE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $19,630 |
UHY LLP1 year Filed as: UHY Service code 10 · EIN 20-0694403 27725 STANSBURY BLVD, SUITE 200 · FARMINGTON HILLS, MI 48334 | Accounting | $8,200 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 6.33% | 4.23%+2.1pp | 3.97%+2.4pp | 4.56%+1.8pp |
| Employer contribution / active EE | $0 | $16,147-100.0% | $28,168-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |