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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC2+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,156,683 |
JPMORGAN INVEST HOLDINGS LLC2+ 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) | $217,991 |
Service code 28 · EIN 04-3063840 | Investment Management | $100,951 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-4336976 900 NORTH MICHIGAN AVENUE STE 1100 · CHICAGO, IL 60611 | Investment Management | $93,967 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON Service code 21 · EIN 04-2683227 TWO EMBARCADERO CENTER SUITE 1645 · SAN FRANCISCO, CA 94111 | Bank Trustee | $89,790 |
NEW ENGLAND PENSION CONSULTANTS2+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $51,035 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $48,661 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $44,105 |
CREWS MACQUARRIE & ASSOC2+ years Filed as: CREWS MACQUARRIE Service code 17 · EIN 38-3647875 2855 MICHELLE DRIVE · IRVINE, CA 92606 | Pension Consulting | $41,000 |
THE SEGAL COMPANY2+ 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.
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 | $11,877 | $38,963-69.5% | $71,793-83.5% | $329,111-96.4% |
| Participation rate | 0.0% | 53.8%-53.8pp | 69.1%-69.1pp | 67.9%-67.9pp |
| Annual return | 6.10% | 9.85%-3.7pp | 78.04%-71.9pp | 16.35%-10.3pp |
| Employer contribution / active EE | $4 | $758-99.5% | $1,924-99.8% | $2,303-99.8% |
| Participant deferral / active EE | $0 | $1,286-100.0% | $2,794-100.0% | $3,682-100.0% |
| Admin fee / account holder | $155 | $50+206.1% | $4,815-96.8% | $754-79.5% |