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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC3+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $491,676 |
Service code 28 · EIN 95-4861680 | Investment Management | $138,052 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $90,624 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $82,968 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $76,673 |
RVK, INC.3+ years Filed as: RV KUHNS AND ASSOCIATES INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $72,309 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $36,679 |
SALTZMAN & JOHNSON3+ years Filed as: SALTZMAN AND JOHNSON LAW CORPORATIO Service code 22 · EIN 95-2376174 | Insurance Broker | $20,048 |
UFCW LOCAL 53+ years Service code 13 · EIN 20-8028546 | Contract Administrator | $13,436 |
UFCW LOCAL 83+ years Service code 13 · EIN 94-0801845 | Contract Administrator | $10,160 |
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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 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 14.07% | 17.84%-3.8pp | 10.66%+3.4pp | 17.84%-3.8pp |
| Employer contribution / active EE | $915 | $14,688-93.8% | $30,880-97.0% | $14,688-93.8% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |