Filed January 19, 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 |
|---|---|---|
ULLICO1+ years Service code 15 · EIN 13-1423090 | Recordkeeping | $567,720 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $481,902 |
BENSERCO1+ years Filed as: BENSERCO, INC. Service code 13 · EIN 13-2732561 140 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $282,926 |
SMITH GRAHAM1+ years Filed as: SMITH GRAHAM & CO. INVESTMENT ADV. Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $205,880 |
AFLCIO HOUSING INVESTMENT TRUST1+ years Filed as: AFL-CIO Service code 14 · EIN 53-0228172 | Plan Administrator | $144,136 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 | Legal | $137,061 |
ULLICO1+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $116,047 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 17 · EIN 36-3555078 | Pension Consulting | $106,254 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $87,583 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $60,214 |
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Annual investment return 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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 4.08% | 5.69%-1.6pp | 3.97%+0.1pp | 9.19%-5.1pp |
| Employer contribution / active EE | $24,128 | $14,808+62.9% | $28,168-14.3% | $12,608+91.4% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |