Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH3+ years Service code 28 · EIN 13-5674085 | Investment Management | $171,835 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $78,581 |
UFCW PENSION ADMIN FUND3+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $55,808 |
CUNNINGHAM & ASSOCIATES3+ years Service code 10 · EIN 38-3349378 | Accounting | $41,000 |
LITTLER MENDELSON, P.C.3+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $31,539 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO INSURANCE Service code 22 · EIN 31-0683754 | Insurance Broker | $16,032 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 | Securities Custodian | $7,253 |
SCHWARZWALD & MCNAIR3+ years Service code 29 · EIN 34-1327628 | Legal | $4,728 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $18,026,966-100.0% | $192,869-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 36.2%-36.2pp | 1.8%-1.8pp |
| Annual return | 7.53% | 0.19%+7.3pp | -0.77%+8.3pp | 0.19%+7.3pp |
| Employer contribution / active EE | $3,109 | $13,763-77.4% | $29,514-89.5% | $13,763-77.4% |
| Participant deferral / active EE | $0 | $804-100.0% | $36-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $42,257-100.0% | $426-100.0% |