| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 57+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1740 PHOENIX PARKWAY · COLLEGE PARK, GA 30349 | Contract Administrator | $2,512,106 |
WALTER SCOTT & PARTNERS LIMITED7+ years Filed as: WALTER SCOTT & PARTNERS GROUP Service code 28 · EIN 76-6192146 | Investment Management | $1,867,597 |
Service code 28 · EIN 51-0368279 | Investment Management | $1,600,933 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY Service code 28 150 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $1,025,750 |
PATHWAY CAPITAL MANAGEMENT5 years Filed as: PATHWAY CAPITAL MANAGEMENT LP Service code 28 · EIN 95-4299348 | Investment Management | $1,024,030 |
ARTISAN PARTNERS5 years Service code 28 · EIN 30-0551775 | Investment Management | $922,691 |
Filed as: HOIRZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $681,011 |
COMMINGLED PENSION TRUST FUND SP7+ years Service code 28 · EIN 13-6038770 | Investment Management | $614,004 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $480,314 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $468,370 |
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 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 18.02% | 13.51%+4.5pp | 10.41%+7.6pp | 13.51%+4.5pp |
| Employer contribution / active EE | $2,559 | $8,170-68.7% | $31,248-91.8% | $8,170-68.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $4-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |