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 LLP10+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $681,879 |
PIMCO FUNDS6 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $329,901 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $299,891 |
SPECTRUM HEALTH SYSTEM10+ years Service code 14 · EIN 38-3382353 | Plan Administrator | $181,416 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $106,936 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $50,000 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $39,154 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 27 · EIN 95-3046237 | Advisory (Plan) | $32,331 |
Filed as: WILLIS TOWER WATSON Service code 11 · EIN 53-0181291 | Actuarial | $28,256 |
GEORGE JOHNSON & COMPANY1 year Service code 10 · EIN 38-2029668 | Accounting | $17,900 |
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 3.54% | 5.48%-1.9pp | 9.82%-6.3pp | 9.30%-5.8pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,322-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |