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| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 51+ years Filed as: UFCW LOCAL 1262 PENSION FUND Service code 14 · EIN 22-6074414 | Plan Administrator | $44,482 |
SAXBST LLP1+ years Service code 10 · EIN 46-4001827 | Accounting | $26,250 |
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK M. VACCARO & ASSOCIATES, INC. Service code 14 · EIN 23-2148108 | Plan Administrator | $25,838 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $15,621 |
US BANK1+ years Service code 19 · EIN 99-0237800 | Securities Custodian | $8,238 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $5,035 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $154,906-100.0% | $154,906-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 21.1%-21.1pp | 48.7%-48.7pp |
| Annual return | 489.23% | -0.27%+489.5pp | -0.22%+489.4pp | -2.16%+491.4pp |
| Employer contribution / active EE | $0 | $37,831-100.0% | $35,165-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $83-100.0% | $80-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,675-100.0% | $12,572-100.0% |