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: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $6,020,718 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $567,005 |
WASATCH ADVISORS2+ years Filed as: WASATCH ADVISORS, INC. Service code 27 · EIN 87-0319391 | Advisory (Plan) | $500,853 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $212,881 |
SPECTRUM HEALTH SYSTEM2+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $139,374 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $126,741 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN INVEST MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $112,468 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Service code 27 · EIN 04-3304963 | Advisory (Plan) | $101,787 |
NORTHPOINTE CAPITAL2+ years Filed as: NORTHPOINTE CAPITAL LLC Service code 27 · EIN 38-3448372 | Advisory (Plan) | $101,137 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $17,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 4.41% | 9.41%-5.0pp | 5.00%-0.6pp | 9.19%-4.8pp |
| Employer contribution / active EE | $14,694 | $8,353+75.9% | $35,918-59.1% | $12,608+16.5% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |