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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $1,366,063 |
UFCW LOCAL 15006+ years Service code 49 · EIN 13-5342295 | Other Services | $760,173 |
Service code 15 · EIN 46-0666987 | Recordkeeping | $348,530 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 15 · EIN 65-1205077 | Recordkeeping | $199,254 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1835864 | Actuarial | $126,986 |
Service code 49 · EIN 11-2569806 | Other Services | $125,700 |
Service code 29 · EIN 26-0873462 | Legal | $86,166 |
BERDON LLP3 years Service code 10 · EIN 13-0485070 | Accounting | $40,325 |
PAPER & INK GRAPHICS LLC3 years Service code 36 · EIN 27-3610069 | Copying and duplicating | $25,354 |
AJV LLC3 years Service code 15 · EIN 38-3939564 | Recordkeeping | $15,922 |
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Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 10.33% | 5230.06%-5219.7pp | 9.65%+0.7pp | 5230.06%-5219.7pp |
| Employer contribution / active EE | $47,715 | $10,491+354.8% | $27,458+73.8% | $10,491+354.8% |
| Participant deferral / active EE | $0 | $460-100.0% | $33-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |