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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $956,599 |
UFCW PENSION ADMIN FUND4+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $254,892 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $103,026 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 22 · EIN 31-0683754 | Insurance Broker | $66,068 |
LITTLER MENDELSON, P.C.4+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $52,168 |
CUNNINGHAM & ASSOCIATES4+ years Service code 10 · EIN 38-3349378 | Accounting | $50,000 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $33,633 |
SCHWARZWALD & MCNAIR4+ years Service code 29 | Legal | $13,314 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 4.91% | 15.03%-10.1pp | 11.67%-6.8pp | 21.83%-16.9pp |
| Employer contribution / active EE | $3,261 | $3,206+1.7% | $28,376-88.5% | $12,237-73.4% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |