| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 58+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1740 PHOENIX PARKWAY · COLLEGE PARK, GA 30349 | Contract Administrator | $2,862,648 |
Service code 28 · EIN 98-0465834 | Investment Management | $1,653,467 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR & COMPANY Service code 28 150 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $1,187,658 |
Service code 28 · EIN 51-0368279 | Investment Management | $1,134,415 |
Service code 28 11111 SANTA MONICA BLVD 1250 · LOS ANGELES, CA 90025 | Investment Management | $1,127,402 |
PATHWAY CAPITAL MANAGEMENT8+ years Filed as: PATHWAY CAPITAL MANAGEMENT, LP Service code 51 · EIN 95-4299348 | Investment Mgmt Fees | $1,120,609 |
Service code 28 11 TIMES SQUARE 35TH FLOOR · NEW YORK, NY 10036 | Investment Management | $1,109,544 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $1,074,716 |
PEOPLES UNITED BANK1 year Filed as: JP MORGAN INVESMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $750,777 |
Filed as: CENTER SQUARE INVESTMENT MANAGEMENT Service code 10 630 W GERMAN TOWN, AKE, STE 300, · PLYMOUTH MEETING, PA 19462 | Accounting | $692,956 |
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 | $1,469,698-100.0% | $65,170-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -9.07% | 7.68%-16.7pp | 7.07%-16.1pp | 7.68%-16.7pp |
| Employer contribution / active EE | $225 | $9,142-97.5% | $34,847-99.4% | $9,142-97.5% |
| Participant deferral / active EE | $0 | $462-100.0% | $4-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $51-100.0% | $19,323-100.0% |