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.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $525,821 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $234,480 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $76,878 |
WARNER NORCROSS & JUDD LLP4+ years Service code 29 · EIN 38-1422647 | Legal | $66,306 |
FORVIS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $35,000 |
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $32,775 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $18,055 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | -7.49% | -1.65%-5.8pp | -3.29%-4.2pp | 0.19%-7.7pp |
| Employer contribution / active EE | $64,140 | $15,083+325.2% | $36,762+74.5% | $13,763+366.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |