| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 53+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1800 PHOENIX BLVD. · COLLEGE PARK, GA 30349 | Contract Administrator | $2,591,532 |
TEAMCO3+ years Service code 28 · EIN 56-2291206 | Investment Management | $1,629,279 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PARTNERS GROUP Service code 28 · EIN 76-6192146 | Investment Management | $1,526,889 |
FOREFRONT ANALTYICS1 year Filed as: FOREFRONT ANALYTICS LLC Service code 28 · EIN 26-2335297 | Investment Management | $1,138,096 |
Filed as: J.P. MORGAN INVESTMENT MGMT. INC. Service code 28 · EIN 13-3200244 | Investment Management | $1,065,407 |
Service code 11 · EIN 26-1370698 | Actuarial | $917,002 |
Service code 28 · EIN 51-0368279 | Investment Management | $866,408 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 65-0080824 | Investment Management | $758,717 |
Filed as: PATHWAY CAPITAL MANAGEMENT LP Service code 28 · EIN 95-4299348 | Investment Management | $719,602 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $699,524 |
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 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 12.43% | 1057.21%-1044.8pp | 10.66%+1.8pp | 1057.21%-1044.8pp |
| Employer contribution / active EE | $1,298 | $14,374-91.0% | $30,880-95.8% | $14,374-91.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |