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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC4+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,170,635 |
GCM GROSVENOR3 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-4336976 900 NORTH MICHIGAN AVENUE STE 1100 · CHICAGO, IL 60611 | Investment Management | $355,774 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD STE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $318,133 |
JPMORGAN INVEST HOLDINGS LLC4+ 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) | $264,551 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 · EIN 04-3063840 | Investment Management | $110,367 |
NIS2 years Service code 28 200 W MADISON STREET STE 2900 · CHICAGO, IL 60606 | Investment Management | $104,351 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON Service code 21 · EIN 04-2683227 TWO EMBARCADERO CENTER SUITE 1645 · SAN FRANCISCO, CA 94111 | Bank Trustee | $88,302 |
INVESCO2 years Service code 28 1360 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $77,807 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $45,584 |
CREWS MACQUARRIE & ASSOC4+ years Filed as: CREWS MACQUARRIE Service code 17 · EIN 38-3647875 2855 MICHELLE DRIVE · IRVINE, CA 92606 | Pension Consulting | $42,002 |
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 | $12,359 | $38,510-67.9% | $74,549-83.4% | $73,367-83.2% |
| Participation rate | 0.0% | 53.5%-53.5pp | 69.1%-69.1pp | 69.5%-69.5pp |
| Annual return | -4.65% | -0.94%-3.7pp | 32.54%-37.2pp | 173.45%-178.1pp |
| Employer contribution / active EE | $3 | $774-99.7% | $1,961-99.9% | $2,499-99.9% |
| Participant deferral / active EE | $0 | $1,421-100.0% | $3,108-100.0% | $4,033-100.0% |
| Admin fee / account holder | $175 | $52+237.7% | $5,059-96.5% | $68+156.5% |