Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC10+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,639,366 |
EIDE BAILLY LLP5 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $101,803 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 | Investment Management | $98,454 |
SEYFARTH SHAW LLP10+ years Service code 29 · EIN 36-2152202 | Legal | $65,726 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $61,454 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2683227 | Investment Management | $61,391 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $60,331 |
Filed as: HORIZON ACTUARIAL CONSULTANTS Service code 17 · EIN 26-1370698 | Pension Consulting | $56,102 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 17 · EIN 94-1503999 | Pension Consulting | $55,344 |
UFCW LOCAL 51 year Filed as: UFCW LOCAL UNION 5 Service code 13 · EIN 20-8028546 | Contract Administrator | $41,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,490 | $57,150-81.6% | $93,727-88.8% | $106,553-90.2% |
| Participation rate | 0.0% | 49.1%-49.1pp | 68.7%-68.7pp | 69.8%-69.8pp |
| Annual return | 8.07% | 15.81%-7.7pp | 133.83%-125.8pp | 17.37%-9.3pp |
| Employer contribution / active EE | $423 | $1,015-58.3% | $2,421-82.5% | $3,359-87.4% |
| Participant deferral / active EE | $0 | $1,853-100.0% | $4,417-100.0% | $5,562-100.0% |
| Admin fee / account holder | $145 | $64+124.8% | $8,292-98.3% | $80+81.6% |