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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $1,659,425 |
UFCW PENSION ADMIN FUND7+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $419,528 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $115,542 |
WAINBLAT LAW LLC2 years Service code 29 · EIN 85-4381750 | Legal | $74,243 |
CUNNINGHAM & ASSOCIATES7+ years Service code 10 · EIN 38-3349378 | Accounting | $59,500 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 22 · EIN 31-0683754 | Insurance Broker | $49,691 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $15,786 |
Filed as: FUSCO GALLAGHER POCARO MONROE LLP Service code 29 · EIN 34-1327628 | Legal | $5,955 |
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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 | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -17.55% | -14.80%-2.7pp | 7.07%-24.6pp | -14.80%-2.7pp |
| Employer contribution / active EE | $5,345 | $8,996-40.6% | $34,847-84.7% | $8,996-40.6% |
| Participant deferral / active EE | $0 | $455-100.0% | $4-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $51-100.0% | - |