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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $2,136,434 |
UFCW LOCAL 15009+ years Service code 49 · EIN 13-5342295 | Other Services | $730,802 |
Service code 15 · EIN 46-0666987 | Recordkeeping | $348,300 |
THE SEGAL COMPANY6 years Service code 11 · EIN 13-1835864 | Actuarial | $124,440 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 15 · EIN 65-1205077 | Recordkeeping | $93,003 |
Service code 49 · EIN 11-2569806 | Other Services | $86,300 |
Service code 29 · EIN 26-0873462 | Legal | $51,048 |
BERDON LLP6 years Service code 10 · EIN 13-0485070 | Accounting | $41,800 |
Service code 16 · EIN 23-2848487 | Consulting | $38,298 |
PAPER & INK GRAPHICS LLC6 years Service code 36 · EIN 27-3610069 | Copying and duplicating; Other services | $21,835 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 10.26% | 8.44%+1.8pp | 14.20%-3.9pp | 9.11%+1.2pp |
| Employer contribution / active EE | $3,674 | $3,337+10.1% | $29,492-87.5% | $12,231-70.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |