| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 55+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1740 PHOENIX PARKWAY · COLLEGE PARK, GA 30349 | Contract Administrator | $2,841,763 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT & PARTNERS GROUP Service code 28 · EIN 76-6192146 | Investment Management | $1,615,244 |
Service code 28 · EIN 51-0368279 | Investment Management | $1,528,772 |
Filed as: BLUE BAY ASSET MANAGEMENT, LLC Service code 28 STAMFORD TOWER NORTH · STAMFORD, CT 06901 | Investment Management | $1,210,244 |
PATHWAY CAPITAL MANAGEMENT3 years Filed as: PATHWAY CAPITAL MANAGEMENT LP Service code 28 · EIN 95-4299348 | Investment Management | $884,130 |
Service code 11 · EIN 26-1370698 | Actuarial | $713,451 |
ARTISAN PARTNERS3 years Service code 28 · EIN 30-0551775 | Investment Management | $709,826 |
VENABLE LLP3 years Service code 28 · EIN 52-0517250 | Investment Management | $664,010 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN SPECIAL SITUATION PROP Service code 28 · EIN 13-3980309 | Investment Management | $624,375 |
COMMINGLED PENSION TRUST FUND SP5+ years Service code 28 · EIN 13-6038770 | Investment Management | $605,603 |
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 | $894,319,009-100.0% | $177,834-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 12.91% | 24.48%-11.6pp | 11.67%+1.2pp | 24.48%-11.6pp |
| Employer contribution / active EE | $1,120 | $9,418-88.1% | $28,376-96.1% | $9,418-88.1% |
| Participant deferral / active EE | $0 | $501-100.0% | $46-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $15,617-100.0% | $2,968,729-100.0% |