| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 59+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1740 PHOENIX PARKWAY · COLLEGE PARK, GA 30349 | Contract Administrator | $3,666,183 |
Service code 28 · EIN 98-0465834 | Investment Management | $1,608,625 |
KEPOS ALPHA MASTER FUND LP2 years Service code 28 11 TIMES SQUARE 35TH FLOOR · NEW YORK, NY 10036 | Investment Management | $1,230,824 |
PATHWAY CAPITAL MANAGEMENT9+ years Filed as: PATHWAY CAPITAL MANAGEMENT, LP Service code 51 · EIN 95-4299348 | Investment Mgmt Fees | $1,208,349 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR & COMPANY Service code 28 150 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $1,129,723 |
ARTISAN PARTNERS2 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $1,012,745 |
Service code 28 · EIN 51-0368279 | Investment Management | $893,010 |
PEOPLES UNITED BANK2 years Filed as: JP MORGAN INVESMENT MANAGEMENT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $665,220 |
Service code 11 · EIN 26-1370698 | Actuarial | $637,616 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $598,088 |
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 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 8.53% | 13.18%-4.7pp | 14.20%-5.7pp | 13.18%-4.7pp |
| Employer contribution / active EE | $99 | $8,469-98.8% | $29,492-99.7% | $8,469-98.8% |
| Participant deferral / active EE | $0 | $322-100.0% | $125-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |