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 | $6,413,979 |
PINNACLE ASSET MANAGEMENT LP3 years Filed as: PINNACLE ASSET MANAGEMENT, LP Service code 28 2271 LAVA RIDGE CT, STE 200 · ROSEVILLE, CA 95661 | Investment Management | $1,302,347 |
NATIONAL INVESTMENT SERVICES6+ years Service code 19 · EIN 80-0169636 | Securities Custodian | $761,120 |
Service code 28 · EIN 13-3200244 | Investment Management | $697,232 |
NEW ENGLAND PENSION CONSULTANTS6+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 · EIN 95-4168524 | Advisory (Plan) | $638,250 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $534,809 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $512,622 |
Filed as: HORIZON ACTUARIAL CONSULTANTS Service code 17 · EIN 38-3647875 1040 CROWN POINTE PARKWAY, STE 560 · ATLANTA, GA 30338 | Pension Consulting | $497,892 |
THE SEGAL COMPANY3 years Filed as: SEGAL BRYANT HAMIL Service code 28 540 WEST MADISON STREET, STE 1900 · CHICAGO, IL 60661 | Investment Management | $455,134 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS CAPITAL Service code 28 · EIN 95-3692822 | Investment Management | $446,371 |
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.
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 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 5.89% | 13.80%-7.9pp | 9.65%-3.8pp | 13.80%-7.9pp |
| Employer contribution / active EE | $4,735 | $10,386-54.4% | $27,458-82.8% | $10,386-54.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $33-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |