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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $1,062,606 |
UFCW PENSION ADMIN FUND7+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $344,013 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $91,400 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 22 · EIN 31-0683754 | Insurance Broker | $72,891 |
CUNNINGHAM & ASSOCIATES7+ years Service code 10 · EIN 38-3349378 | Accounting | $50,000 |
WAINBLAT LAW LLC2 years Service code 29 · EIN 85-4381750 | Legal | $41,692 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $12,173 |
Filed as: FUSCO GALLAGHER POCARO MONROE LLP Service code 29 · EIN 34-1327628 | Legal | $3,375 |
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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 | $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 | -17.61% | -14.77%-2.8pp | 7.07%-24.7pp | 23.41%-41.0pp |
| Employer contribution / active EE | $5,270 | $4,290+22.8% | $34,847-84.9% | $12,650-58.3% |
| 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% |