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 |
|---|---|---|
OPEIU2+ years Service code 13 · EIN 53-0175463 | Contract Administrator | $82,024 |
Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $46,303 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $35,000 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $29,910 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $26,334 |
Filed as: QUAN-VEST CONSULTANTS, INC Service code 28 390 PLANDOME ROAD, STE 225 · MANHASSET, NY 11030 | Investment Management | $22,487 |
SCHWARZWALD & MCNAIR2+ years Filed as: SCHWARZWALD MCNAIR & FUSCO LLP Service code 29 · EIN 20-0467468 | Legal | $22,340 |
Service code 51 · EIN 06-6033492 | Investment Mgmt Fees | $17,052 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 17 · EIN 94-2192581 | Pension Consulting | $12,500 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $11,010 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 7.88% | 4.08%+3.8pp | 3.97%+3.9pp | 11.88%-4.0pp |
| Employer contribution / active EE | $20,317 | $19,692+3.2% | $28,168-27.9% | $14,612+39.0% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |