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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH9+ years Service code 28 · EIN 13-5674085 | Investment Management | $163,710 |
UFCW PENSION ADMIN FUND9+ years Service code 14 · EIN 34-1019035 | Plan Administrator | $74,431 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $74,423 |
CUNNINGHAM & ASSOCIATES9+ years Service code 10 · EIN 38-3349378 | Accounting | $41,000 |
USI CONSULTING GROUP4 years Filed as: USI INSURANCE Service code 22 PO BOX 62817 · VIRGINIA BEACH, VA 23466 | Insurance Broker | $13,301 |
WAINBLAT LAW LLC1 year Service code 29 · EIN 85-4381750 | Legal | $8,793 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 19 | Securities Custodian | $4,616 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 22.83% | 8.76%+14.1pp | 148.78%-125.9pp | 8.76%+14.1pp |
| Employer contribution / active EE | $4,058 | $16,664-75.7% | $26,858-84.9% | $16,664-75.7% |
| Participant deferral / active EE | $0 | $948-100.0% | $63-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |