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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $957,986 |
UFCW PENSION ADMIN FUND8+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $366,092 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $88,290 |
USI CONSULTING GROUP1 year Filed as: USI INSURANCE Service code 22 100 SUMMIT LAKE DRIVE · VAHALLA, NY 10595 | Insurance Broker | $72,023 |
CUNNINGHAM & ASSOCIATES8+ years Service code 10 · EIN 38-3349378 | Accounting | $51,400 |
WAINBLAT LAW LLC3 years Service code 10 · EIN 85-4381750 | Accounting | $46,312 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 10 · EIN 34-1818258 | Accounting | $26,334 |
Filed as: FUSCO GALLAGHER POCARO LLP Service code 29 · EIN 34-1327628 | Legal | $3,796 |
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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 | $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 | 11.87% | 8.44%+3.4pp | 14.20%-2.3pp | 9.11%+2.8pp |
| Employer contribution / active EE | $3,944 | $3,337+18.2% | $29,492-86.6% | $12,231-67.8% |
| 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% |