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 |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC2+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $5,871,806 |
THE BANK OF NEW YORK MELLON2+ years Filed as: ALCENTRA Service code 28 · EIN 13-5160382 | Investment Management | $4,217,561 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 ONE BRYANT PARK, 38TH FLOOR · NEW YORK, NY 10036 | Investment Management | $830,615 |
Service code 28 · EIN 13-3200244 245 PARK AVE, 7TH FLOOR · NEW YORK, NY 10167 | Investment Management | $692,962 |
NATIONAL INVESTMENT SERVICES2+ years Service code 19 · EIN 80-0169636 | Securities Custodian | $681,789 |
HUBER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 20-8441410 | Investment Management | $643,980 |
Filed as: TCW CAPITAL TRUST Service code 28 · EIN 27-6148636 | Investment Management | $631,238 |
NEW ENGLAND PENSION CONSULTANTS2+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 · EIN 95-4168524 | Advisory (Plan) | $627,615 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA Service code 28 · EIN 65-0913817 401 EAST LAS OLAS BLVD SUITE 1700 · FORT LAUDERDALE, FL 33301 | Investment Management | $574,020 |
HEMMING MORSE2+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $554,833 |
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 | $40,289-100.0% | $139,743-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 22.6%-22.6pp | 4.2%-4.2pp |
| Annual return | 5.01% | 10.64%-5.6pp | 4.97%0pp | 10.64%-5.6pp |
| Employer contribution / active EE | $4,337 | $11,561-62.5% | $29,721-85.4% | $11,561-62.5% |
| Participant deferral / active EE | $0 | $347-100.0% | $26-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $3,369-100.0% | $312-100.0% |