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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC5+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,197,861 |
LSV ASSET MANAGEMENT5+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD STE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $363,460 |
GCM GROSVENOR4 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVENUE STE 1100 · CHICAGO, IL 60611 | Investment Management | $282,522 |
JPMORGAN INVEST HOLDINGS LLC5+ 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) | $213,974 |
NIS3 years Service code 28 200 W MADISON STREET STE 2900 · CHICAGO, IL 60606 | Investment Management | $132,426 |
PANAGORA ASSET MANAGEMENT4 years Service code 28 · EIN 04-3063840 | Investment Management | $117,690 |
INVESCO3 years Service code 28 1360 PEACHTREE ST NE · ATLANTA, GA 30309 | Investment Management | $71,258 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON Service code 21 · EIN 04-2683227 TWO EMBARCADERO CENTER SUITE 1645 · SAN FRANCISCO, CA 94111 | Bank Trustee | $71,168 |
NEW ENGLAND PENSION CONSULTANTS5+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $46,413 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-2723087 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $43,374 |
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 | $13,940 | $100,179-86.1% | $84,029-83.4% | $89,609-84.4% |
| Participation rate | 0.0% | 54.1%-54.1pp | 69.0%-69.0pp | 69.6%-69.6pp |
| Annual return | 15.79% | 22.50%-6.7pp | 71.32%-55.5pp | 33.65%-17.9pp |
| Employer contribution / active EE | $3 | $816-99.7% | $1,984-99.9% | $2,584-99.9% |
| Participant deferral / active EE | $0 | $1,459-100.0% | $3,239-100.0% | $4,222-100.0% |
| Admin fee / account holder | $178 | $72+147.3% | $6,102-97.1% | $72+149.0% |