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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC8+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,148,362 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN MORGAN CHASE BANK N.A. Service code 27 · EIN 13-4994650 | Advisory (Plan) | $264,518 |
NIS6 years Service code 28 · EIN 84-3937993 200 W MADISON STREET STE 2900 · CHICAGO, IL 60606 | Investment Management | $203,321 |
LSV ASSET MANAGEMENT8+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $78,013 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON Service code 28 · EIN 04-2683227 | Investment Management | $76,479 |
Filed as: HORIZON ACTUARIAL CONSULTANTS Service code 17 · EIN 38-3647875 | Pension Consulting | $65,247 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $62,894 |
NEW ENGLAND PENSION CONSULTANTS8+ years Service code 27 · EIN 04-2927339 | Advisory (Plan) | $60,196 |
SEYFARTH SHAW LLP8+ years Service code 29 · EIN 36-2152202 | Legal | $58,768 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 17 · EIN 94-1503999 | Pension Consulting | $44,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $8,473 | $47,540-82.2% | $79,591-89.4% | $89,433-90.5% |
| Participation rate | 0.0% | 54.9%-54.9pp | 69.5%-69.5pp | 71.3%-71.3pp |
| Annual return | -12.28% | -8.05%-4.2pp | 0.18%-12.5pp | -11.88%-0.4pp |
| Employer contribution / active EE | $502 | $1,122-55.2% | $2,413-79.2% | $3,021-83.4% |
| Participant deferral / active EE | $0 | $1,961-100.0% | $3,986-100.0% | $5,125-100.0% |
| Admin fee / account holder | $112 | $59+91.5% | $6,815-98.4% | $79+41.2% |