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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $1,500,327 |
UFCW PENSION ADMIN FUND1+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $292,613 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $98,345 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $63,301 |
CUNNINGHAM & ASSOCIATES1+ years Service code 10 · EIN 38-3349378 | Accounting | $62,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $60,512 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 22 · EIN 31-0683754 | Insurance Broker | $46,636 |
SCHWARZWALD & MCNAIR1+ years Service code 29 · EIN 34-1327628 | Legal | $35,310 |
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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 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | 9.23% | 5.86%+3.4pp | 4.96%+4.3pp | 5.86%+3.4pp |
| Employer contribution / active EE | $2,598 | $10,137-74.4% | $29,749-91.3% | $10,137-74.4% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |