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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $70,000 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $48,371 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $42,504 |
QUAN-VEST CONSULTANTS, INC.5 years Filed as: QUAN-VEST CONSULTANTS, INC Service code 27 390 PLANDOME ROAD, STE 225 · MANHASSET, NY 11030 | Advisory (Plan) | $22,000 |
AMALGAMATED BANK5 years Service code 19 · EIN 13-4920330 | Securities Custodian | $21,510 |
PITTA LLP2 years Service code 29 · EIN 26-3852082 120 BROADWAY, 28TH FLOOR · NEW YORK, NY 10271 | Legal | $20,000 |
STATE STREET GLOBAL ADVISORS6+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $16,462 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $16,045 |
Filed as: AETNA LIFE INSURANCE COMPANY TOTAL Service code 51 · EIN 06-6033492 | Investment Mgmt Fees | $7,049 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $229,060-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 27.3%-27.3pp | 13.5%-13.5pp |
| Annual return | 11.80% | 8.89%+2.9pp | 7.48%+4.3pp | 9.29%+2.5pp |
| Employer contribution / active EE | $24,898 | $10,747+131.7% | $39,603-37.1% | $15,168+64.2% |
| Participant deferral / active EE | $0 | $670-100.0% | $172-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $1,197-100.0% | $2,037-100.0% |