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 LLP6+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $504,198 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $296,008 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $278,447 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 27 · EIN 95-3046237 | Advisory (Plan) | $176,986 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $130,421 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $100,000 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Plan) | $98,882 |
SPECTRUM HEALTH SYSTEM6+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $83,384 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $16,200 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $4,066 |
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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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 16.85% | 12.77%+4.1pp | 90.61%-73.8pp | 12.86%+4.0pp |
| Employer contribution / active EE | $0 | $8,963-100.0% | $32,730-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |