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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $1,533,845 |
UFCW PENSION ADMIN FUND9+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $426,968 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $111,350 |
CUNNINGHAM & ASSOCIATES9+ years Service code 10 · EIN 38-3349378 | Accounting | $58,100 |
WAINBLAT LAW LLC4 years Service code 29 · EIN 85-4381750 | Legal | $42,300 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $41,993 |
USI CONSULTING GROUP2 years Filed as: USI INSURANCE Service code 22 100 SUMMIT LAKE DR · VAHALLA, NY 10595 | Insurance Broker | $41,718 |
Filed as: FUSCO GALLAGHER POCARO LLP Service code 29 · EIN 34-1327628 | Legal | $26,333 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| 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 | 23.16% | 8.48%+14.7pp | 148.78%-125.6pp | 8.48%+14.7pp |
| Employer contribution / active EE | $3,959 | $9,949-60.2% | $26,858-85.3% | $9,949-60.2% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |