Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UFCW GROUP ADMINISTATION LLC Service code 14 · EIN 26-0048379 | Plan Administrator | $6,527,307 |
THE BANK OF NEW YORK MELLON10+ years Filed as: ALCENTRA Service code 28 | Investment Management | $2,263,379 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON CAPITAL ADVISORS, LP Service code 28 · EIN 95-4486379 | Investment Management | $889,826 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $817,398 |
NEW ENGLAND PENSION CONSULTANTS10+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $715,582 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $639,742 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 38-3647875 | Pension Consulting | $624,524 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $404,699 |
Filed as: ALL SPRINGS (WELLS CAPITAL) Service code 28 · EIN 95-3692822 | Investment Management | $355,417 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 28 · EIN 13-3200244 | Investment Management | $303,507 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 7.43% | 8.85%-1.4pp | 148.21%-140.8pp | 8.85%-1.4pp |
| Employer contribution / active EE | $5,150 | $8,529-39.6% | $26,792-80.8% | $8,529-39.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $63-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |