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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC4+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $519,192 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $135,157 |
Service code 27 · EIN 95-4861680 | Advisory (Plan) | $107,058 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $82,710 |
RVK, INC.1 year Filed as: RVK INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $74,478 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE & DAY CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $36,928 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $25,202 |
UFCW LOCAL 54+ years Service code 13 · EIN 20-8028546 | Contract Administrator | $14,381 |
SALTZMAN & JOHNSON4+ years Filed as: SALTZMAN AND JOHNSON LAW CORPORATIO Service code 22 · EIN 95-2376174 | Insurance Broker | $12,674 |
UFCW LOCAL 84+ years Service code 13 · EIN 94-0801845 | Contract Administrator | $10,435 |
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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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -5.51% | 33.37%-38.9pp | -0.77%-4.7pp | 33.37%-38.9pp |
| Employer contribution / active EE | $929 | $11,253-91.7% | $29,514-96.9% | $11,253-91.7% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |