Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 15005 years Service code 49 · EIN 13-5342295 | Other Services | $532,707 |
Filed as: ARIA EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 46-0666987 | Contract Administrator | $210,230 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $107,661 |
Service code 49 · EIN 11-2569806 | Other Services | $53,200 |
BERDON LLP7 years Service code 10 · EIN 13-0485070 | Accounting | $16,500 |
THE SEGAL COMPANY7 years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $11,000 |
AJV LLC3 years Service code 15 · EIN 34-3939564 | Recordkeeping | $5,158 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,844 | $103,590-97.3% | $86,656-96.7% | $103,590-97.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 71.7%+28.3pp | 73.3%+26.7pp |
| Annual return | 8.92% | 33.13%-24.2pp | 593.09%-584.2pp | 33.13%-24.2pp |
| Employer contribution / active EE | $1,462 | $3,213-54.5% | $3,025-51.7% | $3,213-54.5% |
| Participant deferral / active EE | $0 | $5,214-100.0% | $4,439-100.0% | $5,214-100.0% |
| Admin fee / account holder | $74 | $114-34.8% | $5,619-98.7% | $114-34.8% |