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 | $713,668 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO INC Service code 27 · EIN 38-5657518 | Advisory (Plan) | $87,566 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN PLLC Service code 10 · EIN 38-1357951 | Accounting | $25,700 |
MILLER JOHNSON2+ years Filed as: MILLER JOHNSON SNELL & CUMMISKEY PL Service code 29 · EIN 38-1603110 | Legal | $19,740 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $6,934 |
THE VANGUARD GROUP, INC.2+ 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 | $43,408 | $49,270-11.9% | $156,551-72.3% | $329,111-86.8% |
| Participation rate | 90.9% | 68.1%+22.8pp | 84.0%+6.9pp | 67.9%+23.1pp |
| Annual return | 10.64% | 23.25%-12.6pp | 32.23%-21.6pp | 16.35%-5.7pp |
| Employer contribution / active EE | $2,429 | $1,534+58.3% | $5,501-55.8% | $2,303+5.5% |
| Participant deferral / active EE | $3,095 | $2,920+6.0% | $4,871-36.5% | $3,682-15.9% |
| Admin fee / account holder | $28 | $51-43.9% | $13,028-99.8% | $754-96.2% |