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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 21 · EIN 23-1707341 | Bank Trustee | $941,754 |
UFCW LOCAL 15004+ years Service code 49 · EIN 13-5342295 | Other Services | $895,086 |
Service code 12 · EIN 46-0666987 | Claims processing; Consulting (pension) | $348,000 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 15 · EIN 65-1205077 | Recordkeeping | $95,295 |
Service code 29 · EIN 26-0873462 | Legal | $81,193 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $65,563 |
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES, INC Service code 11 · EIN 20-8199367 | Actuarial | $53,400 |
BERDON LLP1 year Service code 10 · EIN 13-0485070 | Accounting | $45,357 |
PAPER & INK GRAPHICS LLC1 year Service code 36 · EIN 27-3610069 | Copying and duplicating; Other services | $22,421 |
DAVID FISCH & CO CPAS PC1 year Filed as: DAVID FISCH & CO CPA'S, PC Service code 10 · EIN 13-3624679 | Accounting | $14,800 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -5.68% | -1.95%-3.7pp | -0.77%-4.9pp | -1.95%-3.7pp |
| Employer contribution / active EE | $1,685 | $9,243-81.8% | $29,514-94.3% | $9,243-81.8% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |