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 |
|---|---|---|
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 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible 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% |