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 |
|---|---|---|
DELOITTE & TOUCHE LLP7+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $424,270 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $311,249 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $299,055 |
THE BANK OF NEW YORK MELLON7+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $265,903 |
SPECTRUM HEALTH SYSTEM7+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $123,323 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 27 · EIN 95-3046237 | Advisory (Plan) | $98,749 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $40,000 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 27 280 CONGRESS STREET · BOSTON, MA 02210 | Advisory (Plan) | $38,475 |
PLANTE & MORAN, PLLC7+ years Service code 10 · EIN 38-1357951 | Accounting | $14,800 |
BEENE GARTER LLP1 year Filed as: BEENE GARTER Service code 29 56 GRANDVILLE AVE SW · GRAND RAPIDS, MI 49503 | Legal | $6,090 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 2.69% | 35.98%-33.3pp | 10.75%-8.1pp | 15.63%-12.9pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |