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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $127,125 |
UFCW LOCAL 52 years Filed as: UFCW & EMPLOYERS TRUST Service code 13 · EIN 26-0048379 | Contract Administrator | $41,731 |
Filed as: MCCRACKEN STEMERMAN & HOLSBERRY LLP Service code 29 · EIN 94-1709555 | Legal | $27,881 |
LSV ASSET MANAGEMENT1 year Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $7,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,130 | $37,317-94.3% | $77,024-97.2% | $77,904-97.3% |
| Participation rate | 56.6% | 46.9%+9.8pp | 67.9%-11.3pp | 73.7%-17.0pp |
| Annual return | -19.56% | -5.88%-13.7pp | 42.32%-61.9pp | 12.21%-31.8pp |
| Employer contribution / active EE | $1,068 | $1,218-12.3% | $2,812-62.0% | $2,848-62.5% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $4,426-100.0% | $4,806-100.0% |
| Admin fee / account holder | $176 | $126+39.7% | $5,425-96.8% | $133+32.4% |