Filed March 31, 2006
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 |
|---|---|---|
OPEIU1+ years Service code 13 · EIN 53-0175463 | Contract Administrator | $100,879 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $92,560 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 17 · EIN 94-2192581 | Pension Consulting | $36,048 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $35,235 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $32,448 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 51 · EIN 06-6033492 | Investment Mgmt Fees | $20,479 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $17,000 |
SCHWARZWALD & MCNAIR1+ years Filed as: SCHWARZWALD MCNAIR & FUSCO LLP Service code 29 · EIN 20-0467468 | Legal | $15,653 |
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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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | 0.42% | -0.83%+1.2pp | -1.08%+1.5pp | 2.81%-2.4pp |
| Employer contribution / active EE | $19,153 | $22,474-14.8% | $35,779-46.5% | $16,358+17.1% |
| Participant deferral / active EE | $0 | $704-100.0% | $238-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |