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.
| Provider | Service type | Compensation |
|---|---|---|
WASATCH ADVISORS3+ years Filed as: WASATCH ADVISORS, INC. Service code 27 · EIN 87-0319391 | Advisory (Plan) | $553,251 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $508,105 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $354,447 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $144,143 |
SPECTRUM HEALTH SYSTEM3+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $133,564 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $114,374 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: J.P. MORGAN INVEST MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $113,194 |
NORTHPOINTE CAPITAL3+ years Filed as: NORTHPOINTE CAPITAL LLC Service code 27 · EIN 38-3448372 | Advisory (Plan) | $99,267 |
VAUGHAN NELSON INVESTMENT MGMT3+ years Service code 27 · EIN 04-3304963 | Advisory (Plan) | $42,805 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $18,000 |
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 11.43% | 26.60%-15.2pp | 10.16%+1.3pp | 17.84%-6.4pp |
| Employer contribution / active EE | $4,473 | $7,232-38.1% | $33,192-86.5% | $14,688-69.5% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |