Filed June 16, 2004 (most recent of 2 filings on file)
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 |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC8+ years Filed as: NISA Service code 28 · EIN 48-1140940 | Investment Management | $244,335 |
COHN REZNICK LLP8+ years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $72,440 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $62,525 |
ANN MARIE MCCULLOUGH2 years Filed as: ANN GINEO Service code 14 · EIN 06-0839113 | Plan Administrator | $8,000 |
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Employer contribution per participant 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 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -16.72% | -13.41%-3.3pp | 10.22%-26.9pp | 2.78%-19.5pp |
| Employer contribution / active EE | $9,788 | $53,848-81.8% | $51,212-80.9% | $15,276-35.9% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |