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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC1+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,223,612 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD STE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $299,149 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN MORGAN CHASE BANK N.A. Service code 27 · EIN 13-4994650 245 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10167 | Advisory (Plan) | $247,743 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON Service code 21 · EIN 04-2683227 TWO EMBARCADERO CENTER SUITE 1645 · SAN FRANCISCO, CA 94111 | Bank Trustee | $154,275 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $56,618 |
RESEARCH AFFILIATES LLC1+ years Service code 28 · EIN 01-0614895 620 NEWPORT CENTER DR STE 900 · NEWPORT BEACH, CA 92660 | Investment Management | $46,621 |
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $43,181 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 2029 CENTURY PARK EAST STE 3500 · LOS ANGELES, CA 90067 | Legal | $41,975 |
CREWS MACQUARRIE & ASSOC1+ years Filed as: CREWS MACQUARRIE Service code 17 · EIN 38-3647875 2855 MICHELLE DRIVE · IRVINE, CA 92606 | Pension Consulting | $41,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 17 · EIN 94-1503999 100 MONTOGOMERY STREET SUITE 500 · SAN FRANCISCO, CA 94104 | Pension Consulting | $41,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $11,065 | $36,004-69.3% | $64,101-82.7% | $69,651-84.1% |
| Participation rate | 0.0% | 47.3%-47.3pp | 68.2%-68.2pp | 66.6%-66.6pp |
| Annual return | 2.19% | 4.26%-2.1pp | 791.27%-789.1pp | 53.77%-51.6pp |
| Employer contribution / active EE | $3 | $617-99.5% | $1,820-99.8% | $2,241-99.8% |
| Participant deferral / active EE | $0 | $1,166-100.0% | $2,822-100.0% | $3,635-100.0% |
| Admin fee / account holder | $180 | $49+267.3% | $4,499-96.0% | $63+184.3% |