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.
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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC3+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $5,155,271 |
ANALYTIC INVESTORS, LLC1 year Service code 28 555 W 5TH ST. FI 50 · LOS ANGELES, CA 90013 | Investment Management | $1,368,236 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 ONE BRYANT PARK, 38TH FLOOR · NEW YORK, NY 10036 | Investment Management | $1,360,909 |
NATIONAL INVESTMENT SERVICES3+ years Service code 19 · EIN 80-0169636 | Securities Custodian | $929,260 |
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 · EIN 95-4168524 | Advisory (Plan) | $775,985 |
HUBER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-8441410 | Investment Management | $748,279 |
HEMMING MORSE3+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $702,246 |
Service code 28 · EIN 13-3200244 245 PARK AVE, 7TH FLOOR · NEW YORK, NY 10167 | Investment Management | $643,304 |
SEYFARTH SHAW LLP3+ years Filed as: SEYFARTH & SHAW Service code 29 · EIN 36-2152202 2029 CENTURY PARK, EAST STE 3500 · LOS ANGELES, CA 90067 | Legal | $638,565 |
PANAGORA ASSET MANAGEMENT3+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 401 EAST LAS OLAS BLVD SUITE 1700 · FORT LAUDERDALE, FL 33301 | Investment Management | $636,985 |
See 1 actuary disclosure with Solo.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 10.13% | 1057.21%-1047.1pp | 10.65%-0.5pp | 1057.21%-1047.1pp |
| Employer contribution / active EE | $3,942 | $14,374-72.6% | $30,880-87.2% | $14,374-72.6% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |