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| Provider | Service type | Compensation |
|---|---|---|
MERRIL LYNCH5+ years Service code 28 · EIN 13-5674085 | Investment Management | $159,036 |
UFCW PENSION ADMIN FUND5+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $65,341 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $58,213 |
CUNNINGHAM & ASSOCIATES5+ years Service code 10 · EIN 38-3349378 | Accounting | $38,000 |
LITTLER MENDELSON, P.C.5+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $18,023 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO INSURANCE Service code 22 · EIN 31-0683754 | Insurance Broker | $15,058 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 19 | Securities Custodian | $3,622 |
SCHWARZWALD & MCNAIR1 year Filed as: SCHWARZWALD MCNAIR & FUSCO Service code 29 · EIN 34-1327628 | Legal | $2,265 |
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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 | $2,822,362-100.0% | $161,673-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 41.7%-41.7pp | 0.6%-0.6pp |
| Annual return | 7.87% | 11.45%-3.6pp | 9.65%-1.8pp | 11.45%-3.6pp |
| Employer contribution / active EE | $3,451 | $17,219-80.0% | $27,458-87.4% | $17,219-80.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $33-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $23,561-100.0% | $15,480-100.0% |