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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC9+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $1,285,119 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN MORGAN CHASE BANK N.A. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $218,187 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $170,003 |
NIS7 years Service code 28 · EIN 84-3937993 | Investment Management | $107,846 |
SEYFARTH SHAW LLP9+ years Service code 29 · EIN 36-2152202 | Legal | $68,516 |
LSV ASSET MANAGEMENT9+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 | Investment Management | $60,633 |
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $58,336 |
Filed as: HORIZON ACTUARIAL CONSULTANTS Service code 17 · EIN 26-1370698 | Pension Consulting | $47,521 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $46,017 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 17 · EIN 94-1503999 | Pension Consulting | $45,417 |
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 | $10,531 | $53,531-80.3% | $86,251-87.8% | $96,393-89.1% |
| Participation rate | 0.0% | 53.4%-53.4pp | 69.0%-69.0pp | 71.3%-71.3pp |
| Annual return | 8.33% | 20.51%-12.2pp | 1170.54%-1162.2pp | 22.88%-14.6pp |
| Employer contribution / active EE | $469 | $1,158-59.5% | $2,381-80.3% | $3,239-85.5% |
| Participant deferral / active EE | $0 | $1,965-100.0% | $3,987-100.0% | $5,455-100.0% |
| Admin fee / account holder | $147 | $55+165.7% | $6,857-97.9% | $74+99.5% |