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 |
|---|---|---|
ULLICO2+ years Service code 28 · EIN 13-1423090 | Investment Management | $669,928 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $504,114 |
BENSERCO2+ years Filed as: BENSERCO, INC. Service code 13 · EIN 13-2732561 140 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $270,233 |
SMITH GRAHAM2+ years Filed as: SMITH GRAHAM & CO. INVESTMENT ADV. Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $242,155 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $149,051 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $97,400 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $93,094 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP LLC Service code 10 · EIN 47-0900880 | Accounting | $51,669 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $12,017 |
AMALGAMATED BANK2+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 17 · EIN 36-0721895 | Pension Consulting | $11,220 |
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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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 13.17% | 13.46%-0.3pp | 9.39%+3.8pp | 17.84%-4.7pp |
| Employer contribution / active EE | $37,255 | $16,846+121.2% | $33,466+11.3% | $14,688+153.6% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |