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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC3+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,119,887 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD STE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $365,651 |
GCM GROSVENOR2 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-4336976 900 NORTH MICHIGAN AVENUE STE 1100 · CHICAGO, IL 60611 | Investment Management | $262,880 |
JPMORGAN INVEST HOLDINGS LLC3+ 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) | $238,386 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 · EIN 04-3063840 | Investment Management | $109,067 |
INVESCO1 year Service code 28 1360 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $108,152 |
NIS1 year Service code 28 200 W MADISON STREET STE 2900 · CHICAGO, IL 60606 | Investment Management | $107,545 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON Service code 21 · EIN 04-2683227 TWO EMBARCADERO CENTER SUITE 1645 · SAN FRANCISCO, CA 94111 | Bank Trustee | $103,952 |
Filed as: ENTRUST Service code 28 375 PARK AVENUE 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $94,675 |
CREWS MACQUARRIE & ASSOC3+ years Filed as: CREWS MACQUARRIE Service code 17 · EIN 38-3647875 2855 MICHELLE DRIVE · IRVINE, CA 92606 | Pension Consulting | $78,067 |
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 | $13,298 | $39,909-66.7% | $78,775-83.1% | $80,976-83.6% |
| Participation rate | 0.0% | 55.7%-55.7pp | 69.2%-69.2pp | 68.3%-68.3pp |
| Annual return | 11.90% | 23.47%-11.6pp | 35.62%-23.7pp | 22.91%-11.0pp |
| Employer contribution / active EE | $4 | $778-99.5% | $1,986-99.8% | $2,402-99.9% |
| Participant deferral / active EE | $0 | $1,359-100.0% | $2,958-100.0% | $3,848-100.0% |
| Admin fee / account holder | $169 | $50+239.8% | $5,132-96.7% | $67+150.4% |