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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC6+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $553,258 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $122,723 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $98,533 |
RVK, INC.3 years Filed as: RVK INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $79,014 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $70,041 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $62,213 |
Service code 27 · EIN 95-4861680 | Advisory (Plan) | $49,779 |
UFCW LOCAL 56+ years Service code 13 · EIN 20-8028546 | Contract Administrator | $13,946 |
UFCW LOCAL 86+ years Service code 13 · EIN 94-0801845 | Contract Administrator | $9,028 |
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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 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 10.59% | 9.42%+1.2pp | 9.65%+0.9pp | 12.86%-2.3pp |
| Employer contribution / active EE | $977 | $3,243-69.9% | $27,458-96.4% | $13,687-92.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |