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 LLP8+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $727,544 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $306,993 |
SPECTRUM HEALTH SYSTEM8+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $274,033 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $270,250 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $163,637 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 27 · EIN 95-3046237 | Advisory (Plan) | $71,238 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $40,900 |
THE BRIDGER GROUP1 year Service code 50 630 KENMOOR AVE SE STE 204 · GRAND RAPIDS, MI 49546 | Direct Payment | $35,550 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $17,150 |
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 | $2,456,633-100.0% | $267,477-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 1.5%-1.5pp |
| Annual return | -28.25% | -2.41%-25.8pp | -38.86%+10.6pp | 23.41%-51.7pp |
| Employer contribution / active EE | $0 | $7,691-100.0% | $37,756-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |