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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH1+ years Service code 28 · EIN 13-5674085 | Investment Management | $157,929 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $80,109 |
UFCW PENSION ADMIN FUND1+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $60,231 |
CUNNINGHAM & ASSOCIATES1+ years Service code 10 · EIN 38-3349378 | Accounting | $44,970 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $41,535 |
SCHWARZWALD & MCNAIR1+ years Service code 29 · EIN 34-1327628 | Legal | $18,745 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO INSURANCE Service code 22 · EIN 31-0683754 | Insurance Broker | $17,983 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 | Securities Custodian | $6,365 |
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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 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 8.64% | 7.18%+1.5pp | 4.96%+3.7pp | 7.18%+1.5pp |
| Employer contribution / active EE | $2,807 | $13,095-78.6% | $29,749-90.6% | $13,095-78.6% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |