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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $1,605,647 |
UFCW PENSION ADMIN FUND3+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $285,832 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $112,075 |
LITTLER MENDELSON, P.C.3+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $80,401 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $70,248 |
CUNNINGHAM & ASSOCIATES3+ years Service code 10 · EIN 38-3349378 | Accounting | $62,000 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 22 · EIN 31-0683754 | Insurance Broker | $43,703 |
SCHWARZWALD & MCNAIR3+ years Service code 29 · EIN 34-1327628 | Legal | $15,082 |
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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 | $0 | $192,869-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 8.53% | 73.13%-64.6pp | -0.77%+9.3pp | 73.13%-64.6pp |
| Employer contribution / active EE | $2,764 | $8,421-67.2% | $29,514-90.6% | $8,421-67.2% |
| Participant deferral / active EE | $0 | $293-100.0% | $36-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $42,257-100.0% | - |