| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 56+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1740 PHOENIX PARKWAY · COLLEGE PARK, GA 30349 | Contract Administrator | $2,843,120 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PARTNERS GROUP Service code 28 · EIN 76-6192146 | Investment Management | $1,783,005 |
Service code 28 · EIN 51-0368279 | Investment Management | $1,731,302 |
PATHWAY CAPITAL MANAGEMENT4 years Filed as: PATHWAY CAPITAL MANAGEMENT LP Service code 28 · EIN 95-4299348 | Investment Management | $982,887 |
Service code 11 · EIN 26-1370698 | Actuarial | $894,830 |
ARTISAN PARTNERS4 years Service code 28 · EIN 30-0551775 | Investment Management | $892,110 |
COMMINGLED PENSION TRUST FUND SP6+ years Service code 28 · EIN 13-6038770 | Investment Management | $625,767 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN SPECIAL SITUATION PROP Service code 28 · EIN 13-3980309 | Investment Management | $518,272 |
VENABLE LLP4 years Service code 28 · EIN 52-0517250 | Investment Management | $465,498 |
NEPC, LLC6+ years Service code 16 · EIN 26-1429809 | Consulting | $420,000 |
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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 14.38% | 13.80%+0.6pp | 9.65%+4.7pp | 13.80%+0.6pp |
| Employer contribution / active EE | $1,874 | $10,386-82.0% | $27,458-93.2% | $10,386-82.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $33-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |