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 LLP5+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $646,368 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $294,422 |
WASATCH ADVISORS5+ years Filed as: WASATCH ADVISORS, INC. Service code 27 · EIN 87-0319391 | Advisory (Plan) | $157,819 |
SPECTRUM HEALTH SYSTEM5+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $146,651 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 27 281 BROOKS ST · LAGUNA BEACH, CA 92651 | Advisory (Plan) | $104,606 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $80,782 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $79,759 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Plan) | $54,592 |
NORTHPOINTE CAPITAL5+ years Filed as: NORTHPOINTE CAPITAL LLC Service code 27 · EIN 38-3448372 | Advisory (Plan) | $41,033 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 38-1357951 | Accounting | $24,090 |
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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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 25.75% | 34.64%-8.9pp | 20.73%+5.0pp | 21.83%+3.9pp |
| Employer contribution / active EE | $0 | $7,654-100.0% | $36,503-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |