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 COMPANY8+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $674,616 |
MERCER7 years Service code 11 · EIN 13-2834414 | Actuarial | $240,936 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $125,063 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $70,315 |
WARNER NORCROSS & JUDD LLP8+ years Service code 29 · EIN 38-1422647 | Legal | $35,610 |
FORVIS, LLP7 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $31,000 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -23.39% | -15.92%-7.5pp | -8.80%-14.6pp | 39.82%-63.2pp |
| Employer contribution / active EE | $76,190 | $30,693+148.2% | $43,463+75.3% | $19,980+281.3% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |