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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $1,133,181 |
UFCW PENSION ADMIN FUND6+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $325,004 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $80,140 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 22 · EIN 31-0683754 | Insurance Broker | $71,154 |
CUNNINGHAM & ASSOCIATES6+ years Service code 10 · EIN 38-3349378 | Accounting | $52,200 |
WAINBLAT LAW LLC1 year Service code 29 · EIN 85-4381750 | Legal | $50,346 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $47,894 |
LITTLER MENDELSON, P.C.6+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $9,334 |
Filed as: FUSCO GALLAGHER POCARO MONROE LLP Service code 29 · EIN 34-1327628 | Legal | $2,996 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| 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 | 17.55% | 11.76%+5.8pp | 10.41%+7.1pp | 15.63%+1.9pp |
| Employer contribution / active EE | $3,891 | $3,456+12.6% | $31,248-87.5% | $11,476-66.1% |
| 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% |