| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 52+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1800 PHOENIX BLVD. · COLLEGE PARK, GA 30349 | Contract Administrator | $2,450,369 |
TEAMCO2+ years Service code 28 · EIN 56-2291206 | Investment Management | $2,136,797 |
FOREFRONT ANALTYICS2+ years Filed as: FOREFRONT ANALYTICS, LLC Service code 28 · EIN 26-2335397 | Investment Management | $1,354,872 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT & PARTNERS GROUP Service code 28 · EIN 76-6192146 | Investment Management | $1,264,274 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $1,135,722 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $1,007,332 |
Service code 28 · EIN 98-1028147 | Investment Management | $868,045 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $655,283 |
ALLIANZ GLOBAL INVESTORS1 year Service code 28 · EIN 01-0645160 | Investment Management | $603,271 |
VENABLE LLP2+ years Filed as: VENABLE, LLP Service code 29 · EIN 52-0517250 | Legal | $567,655 |
Employer contribution per participant 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 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | 6.93% | 10.64%-3.7pp | 4.96%+2.0pp | 10.64%-3.7pp |
| Employer contribution / active EE | $453 | $11,561-96.1% | $29,749-98.5% | $11,561-96.1% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |