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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC7+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,270,935 |
LSV ASSET MANAGEMENT7+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD STE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $500,236 |
NIS5 years Service code 28 200 W MADISON STREET STE 2900 · CHICAGO, IL 60606 | Investment Management | $211,066 |
JPMORGAN INVEST HOLDINGS LLC7+ 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) | $138,652 |
SEYFARTH SHAW LLP7+ years Service code 29 · EIN 36-2152202 2029 CENTURY PARK EAST STE 3500 · LOS ANGELES, CA 90067 | Legal | $102,844 |
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 17 · EIN 94-1503999 100 MONTOGOMERY STREET SUITE 500 · SAN FRANCISCO, CA 94104 | Pension Consulting | $62,969 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 TWO EMBARCADERO CENTER SUITE 1645 · SAN FRANCISCO, CA 94111 | Investment Management | $60,692 |
Filed as: HORIZON ACTUARIAL CONSULTANTS Service code 17 · EIN 38-3647875 1040 CROWN POINTE PARKWAY, STE 560 · ATLANTA, GA 30338 | Pension Consulting | $56,192 |
PANAGORA ASSET MANAGEMENT6 years Service code 28 · EIN 04-3063840 | Investment Management | $49,457 |
NEW ENGLAND PENSION CONSULTANTS7+ years Service code 27 · EIN 04-2927339 ONE MAIN STREET · CAMBRIDGE, MA 02142 | Advisory (Plan) | $47,974 |
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 | $17,342 | $55,785-68.9% | $96,583-82.0% | $106,520-83.7% |
| Participation rate | 0.0% | 53.4%-53.4pp | 69.8%-69.8pp | 71.3%-71.3pp |
| Annual return | 12.82% | 17.66%-4.8pp | 37.79%-25.0pp | 19.28%-6.5pp |
| Employer contribution / active EE | $674 | $1,042-35.3% | $2,357-71.4% | $2,840-76.3% |
| Participant deferral / active EE | $0 | $1,782-100.0% | $3,850-100.0% | $4,948-100.0% |
| Admin fee / account holder | $202 | $59+244.9% | $6,184-96.7% | $75+171.5% |