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| Provider | Service type | Compensation |
|---|---|---|
TEAMCO1+ years Service code 28 · EIN 56-2291206 | Investment Management | $4,812,227 |
UFCW LOCAL 51+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1800 PHOENIX BLVD. · COLLEGE PARK, GA 30349 | Contract Administrator | $2,222,443 |
FOREFRONT ANALTYICS1+ years Filed as: FOREFRONT ANALYTICS, LLC Service code 28 · EIN 26-2335397 | Investment Management | $1,598,283 |
ARDEN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 71-0992569 | Investment Management | $1,494,673 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $1,370,863 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS GROUP Service code 28 · EIN 76-6192146 | Investment Management | $1,270,152 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $809,519 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 65-0080824 | Investment Management | $708,271 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $507,146 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $482,342 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | -15.01% | -0.08%-14.9pp | -0.79%-14.2pp | -0.08%-14.9pp |
| Employer contribution / active EE | $1,637 | $7,991-79.5% | $28,419-94.2% | $7,991-79.5% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |