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 COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $4,284,807 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $594,961 |
WASATCH ADVISORS1+ years Filed as: WASATCH ADVISORS, INC. Service code 27 · EIN 87-0319391 | Advisory (Plan) | $465,396 |
THE BANK OF NEW YORK MELLON1+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $276,780 |
SPECTRUM HEALTH SYSTEM1+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $142,749 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Service code 27 · EIN 04-3304963 | Advisory (Plan) | $133,353 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $118,964 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVEST MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $94,958 |
NORTHPOINTE CAPITAL1+ years Filed as: NORTHPOINTE CAPITAL LLC Service code 27 · EIN 38-3448372 | Advisory (Plan) | $93,271 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $16,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | 13.79% | 4.01%+9.8pp | -2.00%+15.8pp | 1.67%+12.1pp |
| Employer contribution / active EE | $5,679 | $6,352-10.6% | $34,470-83.5% | $10,506-45.9% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |