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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC2+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $546,162 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $140,468 |
Service code 28 · EIN 95-4861680 | Investment Management | $116,513 |
HEMMING MORSE2+ years Service code 10 · EIN 30-0702322 | Accounting | $106,173 |
JARISLOWSKY, FRASER LIMITED2+ years Filed as: JARISLOWSKY FRASER LIMITED Service code 28 · EIN 98-0355867 | Investment Management | $90,183 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $83,394 |
DOUBLELINE CAPITAL LP1 year Filed as: DOUBLELINE Service code 28 333 S GRAND AVE., 18TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $78,147 |
RVK, INC.2+ years Filed as: RV KUHNS AND ASSOCIATES INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $70,203 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $39,496 |
SALTZMAN & JOHNSON2+ years Filed as: SALTZMAN AND JOHNSON LAW CORPORATIO Service code 22 · EIN 95-2376174 | Insurance Broker | $19,926 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 5.48% | 4.86%+0.6pp | 4.96%+0.5pp | 9.19%-3.7pp |
| Employer contribution / active EE | $962 | $7,571-87.3% | $29,749-96.8% | $12,608-92.4% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |