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 |
|---|---|---|
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $442,173 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $299,521 |
WASATCH ADVISORS4+ years Filed as: WASATCH ADVISORS, INC. Service code 27 · EIN 87-0319391 | Advisory (Plan) | $238,764 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT Service code 28 · EIN 20-1665304 | Investment Management | $172,189 |
SPECTRUM HEALTH SYSTEM4+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $133,994 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: J.P. MORGAN INVEST MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $113,025 |
NORTHPOINTE CAPITAL4+ years Filed as: NORTHPOINTE CAPITAL LLC Service code 27 · EIN 38-3448372 | Advisory (Plan) | $107,443 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $43,387 |
FUND DIRECT ADVISORS4+ years Filed as: FUND EVALUATION GROUP Service code 16 · EIN 31-1229779 | Consulting | $30,202 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $15,230 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.12% | 9.64%-12.8pp | -102.03%+98.9pp | 33.37%-36.5pp |
| Employer contribution / active EE | $2,681 | $8,034-66.6% | $36,229-92.6% | $11,253-76.2% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |