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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC6+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,334,966 |
LSV ASSET MANAGEMENT6+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD STE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $394,306 |
GCM GROSVENOR5 years Filed as: GROSVENOR CAPITAL MANAGEMENT LP Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVENUE STE 1100 · CHICAGO, IL 60611 | Investment Management | $275,830 |
NIS4 years Service code 28 200 W MADISON STREET STE 2900 · CHICAGO, IL 60606 | Investment Management | $147,139 |
JPMORGAN INVEST HOLDINGS LLC6+ 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) | $121,401 |
PANAGORA ASSET MANAGEMENT5 years Service code 28 · EIN 04-3063840 | Investment Management | $89,774 |
SEYFARTH SHAW LLP6+ years Service code 29 · EIN 36-2152202 2029 CENTURY PARK EAST STE 3500 · LOS ANGELES, CA 90067 | Legal | $81,031 |
Filed as: HORIZON ACTUARIAL CONSULTANTS Service code 17 1040 CROWN POINTE PARKWAY, STE 560 · ATLANTA, GA 30338 | Pension Consulting | $69,751 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 17 · EIN 94-1503999 100 MONTOGOMERY STREET SUITE 500 · SAN FRANCISCO, CA 94104 | Pension Consulting | $61,869 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 TWO EMBARCADERO CENTER SUITE 1645 · SAN FRANCISCO, CA 94111 | Investment Management | $53,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,914 | $48,464-67.2% | $90,974-82.5% | $106,273-85.0% |
| Participation rate | 0.0% | 53.1%-53.1pp | 69.0%-69.0pp | 70.8%-70.8pp |
| Annual return | 9.77% | 16.72%-7.0pp | 134.60%-124.8pp | 21.70%-11.9pp |
| Employer contribution / active EE | $237 | $939-74.8% | $2,122-88.8% | $2,722-91.3% |
| Participant deferral / active EE | $0 | $1,510-100.0% | $3,373-100.0% | $4,601-100.0% |
| Admin fee / account holder | $199 | $58+243.4% | $5,961-96.7% | $78+153.9% |