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 |
|---|---|---|
ULLICO7+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $687,281 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $642,260 |
SMITH GRAHAM7+ years Filed as: SMITH GRAHAM & CO. INVESTMENT ADV. Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $319,986 |
ZENITH AMERICAN SOLUTIONS5 years Service code 13 · EIN 52-1590516 | Contract Administrator | $312,262 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $131,423 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP LLC Service code 10 · EIN 47-0900880 | Accounting | $97,614 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $83,218 |
O'DONOGHUE & O'DONOGHUE7+ years Service code 29 · EIN 53-0120528 | Legal | $44,492 |
Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $28,621 |
AMALGAMATED BANK7+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 17 · EIN 36-0721895 | Pension Consulting | $18,866 |
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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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -4.31% | 23.41%-27.7pp | 0.46%-4.8pp | 23.41%-27.7pp |
| Employer contribution / active EE | $23,362 | $12,650+84.7% | $35,480-34.2% | $12,650+84.7% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |