Filed November 9, 2005
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 |
|---|---|---|
ULLICO9+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $1,760,023 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS, IN Service code 28 · EIN 52-1296988 | Investment Management | $629,466 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $582,828 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $444,597 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $359,284 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $266,461 |
LSV ASSET MANAGEMENT9+ years Service code 10 · EIN 51-0435869 | Accounting | $209,560 |
THE LAW OFFICES OF JAMES S. RAY9+ years Filed as: JAMES S. RAY Service code 29 · EIN 13-4315411 | Legal | $197,050 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND Service code 28 · EIN 20-0928198 | Investment Management | $189,210 |
EMPLOYEE 59+ years Filed as: EMPLOYEE 8 Service code 30 · EIN 75-1280827 | Direct payment from the plan; Employe... | $177,568 |
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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 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 9.43% | 7.10%+2.3pp | 20.18%-10.7pp | 13.18%-3.8pp |
| Employer contribution / active EE | $7,920 | $12,760-37.9% | $29,108-72.8% | $8,469-6.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |