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 |
|---|---|---|
Service code 13 · EIN 71-0294708 | Contract Administrator | $546,215 |
OPPENHEIMER1+ years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 38-5657518 | Advisory (Plan) | $94,500 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $24,700 |
MILLER JOHNSON1+ years Filed as: MILLER JOHNSON SNELL & CUMMISKEY PL Service code 29 · EIN 38-1603110 | Legal | $7,802 |
THE VANGUARD GROUP, INC.1+ years Service code 13 · EIN 23-1945930 | Contract Administrator | $225 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | SPECTRUM HEALTH SYSTEMS | PLAN SPONSOR INADVERTENTLY PAID SETTLOR EXPENSES OUT OF PLAN | — | $1K |
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 | $41,510 | $46,516-10.8% | $147,618-71.9% | $69,651-40.4% |
| Participation rate | 88.0% | 65.8%+22.2pp | 84.6%+3.4pp | 66.6%+21.4pp |
| Annual return | 1.93% | 9.48%-7.5pp | 61.98%-60.1pp | 53.77%-51.8pp |
| Employer contribution / active EE | $2,332 | $1,393+67.4% | $5,564-58.1% | $2,241+4.1% |
| Participant deferral / active EE | $2,918 | $2,719+7.3% | $4,895-40.4% | $3,635-19.7% |
| Admin fee / account holder | $25 | $45-43.4% | $11,612-99.8% | $63-59.9% |