| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 54+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1800 PHOENIX BLVD. · COLLEGE PARK, GA 30349 | Contract Administrator | $2,963,235 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT & PARTNERS GROUP Service code 28 · EIN 76-6192146 | Investment Management | $1,714,184 |
Service code 28 · EIN 51-0368279 | Investment Management | $1,400,671 |
VENABLE LLP2 years Service code 28 · EIN 52-0517250 | Investment Management | $1,111,324 |
TEAMCO4+ years Service code 28 · EIN 56-2291206 | Investment Management | $1,089,894 |
Service code 11 · EIN 26-1370698 | Actuarial | $837,866 |
PATHWAY CAPITAL MANAGEMENT2 years Filed as: PATHWAY CAPITAL MANAGEMENT LP Service code 28 · EIN 95-4299348 | Investment Management | $797,567 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 65-0080824 | Investment Management | $601,171 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $599,425 |
ARTISAN PARTNERS2 years Service code 28 · EIN 30-0551775 | Investment Management | $594,751 |
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 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -0.88% | -1.95%+1.1pp | -0.77%-0.1pp | -1.95%+1.1pp |
| Employer contribution / active EE | $289 | $9,243-96.9% | $29,514-99.0% | $9,243-96.9% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |