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 |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $688,260 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 · EIN 52-1590516 10440 LITTLE PATUXENT PKWY, STE 700 · COLUMBIA, MD 21044 | Plan Administrator | $296,989 |
SMITH GRAHAM5+ years Filed as: SMITH GRAHAM & CO. INVESTMENT ADV. Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $203,596 |
ULLICO5+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $160,487 |
O'DONOGHUE & O'DONOGHUE5+ years Service code 29 · EIN 53-0120528 | Legal | $106,846 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP LLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE SUITE 1200 W · BETHESDA, MD 20814 | Accounting | $68,526 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 515 S. FLOWER ST., 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $60,949 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $39,161 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 17 · EIN 36-0721895 | Pension Consulting | $11,303 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,604 |
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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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 2.18% | 8.15%-6.0pp | 7.87%-5.7pp | 11.45%-9.3pp |
| Employer contribution / active EE | $23,299 | $17,725+31.5% | $31,784-26.7% | $17,219+35.3% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |