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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UFCW GROUP ADMINISTATION LLC Service code 14 · EIN 26-0048379 | Plan Administrator | $5,503,873 |
THE BANK OF NEW YORK MELLON4+ years Filed as: ALCENTRA Service code 28 · EIN 13-5160382 | Investment Management | $2,165,419 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $1,428,246 |
NATIONAL INVESTMENT SERVICES4+ years Service code 19 · EIN 80-0169636 | Securities Custodian | $935,624 |
Service code 28 · EIN 13-3200244 | Investment Management | $686,081 |
Filed as: PINNACLE ASSET MANAGEMENT, LP Service code 28 2271 LAVA RIDGE CT, STE 200 · ROSEVILLE, CA 95661 | Investment Management | $668,950 |
NEW ENGLAND PENSION CONSULTANTS4+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 · EIN 95-4168524 | Advisory (Plan) | $622,643 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT INC Service code 28 · EIN 52-1296988 | Investment Management | $594,890 |
Filed as: PRUDENTIAL INSRUANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $572,398 |
HEXAVEST INC.4+ years Filed as: HEXAVEST INC Service code 28 · EIN 27-4751991 | Investment Management | $518,554 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $7,764,297-100.0% | $192,869-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -2.23% | -1.95%-0.3pp | -0.77%-1.5pp | -1.95%-0.3pp |
| Employer contribution / active EE | $3,966 | $9,243-57.1% | $29,514-86.6% | $9,243-57.1% |
| Participant deferral / active EE | $0 | $425-100.0% | $36-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $42,257-100.0% | $62,356-100.0% |