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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 21 · EIN 23-1707341 | Bank Trustee | $1,305,265 |
UFCW LOCAL 15005+ years Service code 49 · EIN 13-5342295 | Other Services | $782,068 |
Service code 15 · EIN 46-0666987 | Recordkeeping | $348,750 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 15 · EIN 65-1205077 | Recordkeeping | $193,449 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1835864 | Actuarial | $171,196 |
Service code 49 · EIN 11-2569806 | Other Services | $125,700 |
Filed as: ARIA INSURANCE BROKERAGE, INC. Service code 22 · EIN 46-0671309 | Insurance Broker | $86,533 |
Service code 29 · EIN 26-0873462 | Legal | $55,705 |
BERDON LLP2 years Service code 10 · EIN 13-0485070 | Accounting | $46,556 |
PAPER & INK GRAPHICS LLC2 years Service code 36 · EIN 27-3610069 | Other services; Copying and duplicating | $21,354 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 15.66% | 24.48%-8.8pp | 11.67%+4.0pp | 24.48%-8.8pp |
| Employer contribution / active EE | $2,910 | $9,418-69.1% | $28,376-89.7% | $9,418-69.1% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |