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 LLP9+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $749,160 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $294,214 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $225,384 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $76,224 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 27 · EIN 95-3046237 | Advisory (Plan) | $52,417 |
SPECTRUM HEALTH SYSTEM9+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $38,140 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $20,609 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $18,700 |
FOREMOST GRAPHICS, LLC1 year Service code 49 · EIN 38-3563640 | Other Services | $7,736 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,509 |
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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 8.92% | 9.71%-0.8pp | 32.33%-23.4pp | 9.11%-0.2pp |
| Employer contribution / active EE | $0 | $7,317-100.0% | $33,964-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |