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| Provider | Service type | Compensation |
|---|---|---|
RWDSU/UFCW LOCAL 33810+ years Service code 49 · EIN 13-1215100 | Other Services | $257,104 |
WRIGHT INVESTORS SERVICE6 years Filed as: WRIGHT INVESTORS SERVICE INC Service code 28 · EIN 06-1444342 | Investment Management | $122,278 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-2619159 | Actuarial | $34,479 |
FRIEDMAN & ANSPACH10+ years Service code 29 · EIN 13-3403675 | Legal | $28,456 |
REYNOLDS CONSULTING SERVICES4 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $10,000 |
NOVAK FRANCELLA LLC9 years Service code 10 · EIN 61-1436956 | Accounting | $8,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,388 | $47,202-90.7% | $93,696-95.3% | $99,314-95.6% |
| Participation rate | 100.0% | 57.3%+42.7pp | 68.7%+31.3pp | 71.7%+28.3pp |
| Annual return | 12.76% | 13.08%-0.3pp | 133.74%-121.0pp | 17.67%-4.9pp |
| Employer contribution / active EE | $1,582 | $1,134+39.5% | $2,422-34.7% | $3,264-51.5% |
| Participant deferral / active EE | $0 | $2,296-100.0% | $4,417-100.0% | $5,346-100.0% |
| Admin fee / account holder | $58 | $86-32.5% | $8,287-99.3% | $109-46.9% |