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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $1,453,400 |
UFCW PENSION ADMIN FUND8+ years Service code 13 · EIN 34-1019035 | Contract Administrator | $435,671 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $86,798 |
CUNNINGHAM & ASSOCIATES8+ years Service code 10 · EIN 38-3349378 | Accounting | $62,000 |
WAINBLAT LAW LLC3 years Service code 29 · EIN 85-4381750 | Legal | $59,701 |
USI CONSULTING GROUP1 year Filed as: USI INSURANCE Service code 22 100 SUMMIT LAKE DR · VAHALLA, NY 10595 | Insurance Broker | $50,977 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF AMERICA Service code 19 · EIN 34-1818258 | Securities Custodian | $37,555 |
Filed as: FUSCO GALLAGHER POCARO LLP Service code 29 · EIN 34-1327628 | Legal | $10,617 |
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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 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 11.12% | 33.11%-22.0pp | 14.20%-3.1pp | 33.11%-22.0pp |
| Employer contribution / active EE | $3,747 | $9,000-58.4% | $29,492-87.3% | $9,000-58.4% |
| Participant deferral / active EE | $0 | $680-100.0% | $125-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |