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 COMPANY6 years Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $737,734 |
ULLICO8+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $647,014 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 | Contract Administrator | $301,767 |
SMITH GRAHAM8+ years Filed as: SMITH GRAHAM & CO. INVESTMENT ADV. Service code 51 · EIN 76-0301817 | Investment Mgmt Fees | $271,406 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $119,589 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP LLC Service code 10 · EIN 47-0900880 | Accounting | $92,554 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $86,316 |
O'DONOGHUE & O'DONOGHUE8+ years Service code 29 · EIN 53-0120528 | Legal | $60,585 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 17 · EIN 36-0721895 | Pension Consulting | $40,878 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $14,449 |
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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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 2.62% | 9.11%-6.5pp | 9.36%-6.7pp | 9.11%-6.5pp |
| Employer contribution / active EE | $22,245 | $12,231+81.9% | $31,270-28.9% | $12,231+81.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |