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 COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $652,318 |
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $231,746 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $129,036 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 21 · EIN 94-3112180 | Bank Trustee | $65,320 |
WARNER NORCROSS & JUDD LLP9+ years Service code 29 · EIN 38-1422647 | Legal | $60,267 |
FORVIS, LLP8 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $34,320 |
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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 | $9,556,684-100.0% | $398,892-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 2.4%-2.4pp |
| Annual return | 11.41% | 10.29%+1.1pp | 8.54%+2.9pp | 22.81%-11.4pp |
| Employer contribution / active EE | $22,099 | $15,716+40.6% | $37,153-40.5% | $18,290+20.8% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $77,551-100.0% | $85,222-100.0% |