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 COMPANY7 years Filed as: THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $938,930 |
ULLICO9+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $671,506 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS, INC Service code 28 · EIN 39-1512278 | Investment Management | $311,731 |
ZENITH AMERICAN SOLUTIONS7 years Service code 13 · EIN 52-1590516 | Contract Administrator | $307,586 |
O'DONOGHUE & O'DONOGHUE9+ years Service code 29 · EIN 53-0120528 | Legal | $130,475 |
INVESCO5 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $123,465 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP LLC Service code 10 · EIN 47-0900880 | Accounting | $85,774 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $75,102 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 17 · EIN 36-0721895 | Pension Consulting | $42,217 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $21,598 |
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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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 9.18% | 9.30%-0.1pp | 8.34%+0.8pp | 9.30%-0.1pp |
| Employer contribution / active EE | $23,598 | $12,551+88.0% | $30,790-23.4% | $12,551+88.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |