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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $1,943,766 |
UFCW LOCAL 15008+ years Service code 49 · EIN 13-5342295 | Other Services | $773,726 |
Service code 15 · EIN 46-0666987 | Recordkeeping | $348,450 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1835864 | Actuarial | $191,140 |
Service code 49 · EIN 11-2569806 | Other Services | $106,264 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 15 · EIN 65-1205077 | Recordkeeping | $92,114 |
Service code 29 · EIN 26-0873462 | Legal | $51,796 |
BERDON LLP5 years Service code 10 · EIN 13-0485070 | Accounting | $43,564 |
AJV LLC5 years Service code 15 · EIN 38-3939564 | Recordkeeping | $28,184 |
PAPER & INK GRAPHICS LLC5 years Service code 36 · EIN 27-3610069 | Copying and duplicating | $22,491 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -9.58% | -14.77%+5.2pp | 7.07%-16.7pp | 23.41%-33.0pp |
| Employer contribution / active EE | $11,099 | $4,290+158.7% | $34,847-68.1% | $12,650-12.3% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |