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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $1,770,931 |
UFCW LOCAL 15007+ years Service code 49 · EIN 13-5342295 | Other Services | $638,481 |
Service code 15 · EIN 46-0666987 | Recordkeeping | $348,450 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1835864 | Actuarial | $164,696 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 15 · EIN 65-1205077 | Recordkeeping | $104,800 |
Service code 49 · EIN 11-2569806 | Other Services | $88,600 |
Service code 29 · EIN 26-0873462 | Legal | $56,574 |
BERDON LLP4 years Service code 10 · EIN 13-0485070 | Accounting | $49,254 |
Service code 16 · EIN 23-2848487 | Consulting | $34,714 |
PAPER & INK GRAPHICS LLC4 years Service code 36 · EIN 27-3610069 | Copying and duplicating | $21,867 |
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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 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 8.94% | 11.76%-2.8pp | 10.41%-1.5pp | 15.63%-6.7pp |
| Employer contribution / active EE | $3,316 | $3,456-4.1% | $31,248-89.4% | $11,476-71.1% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |