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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UFCW GROUP ADMINISTATION LLC Service code 14 · EIN 26-0048379 | Plan Administrator | $6,740,161 |
THE BANK OF NEW YORK MELLON7+ years Filed as: ALCENTRA Service code 28 · EIN 13-5160382 | Investment Management | $3,408,909 |
Service code 28 · EIN 95-4486379 | Investment Management | $1,015,146 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $933,364 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $928,969 |
ANGELO GORDON1 year Service code 28 · EIN 13-3478879 | Investment Management | $894,059 |
NIS1 year Filed as: NIS DYNAMIC Service code 19 · EIN 84-3937993 | Securities Custodian | $744,365 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $720,309 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 38-3647875 1040 CROWN POINTE PARKWAY, STE 560 · ATLANTA, GA 30338 | Pension Consulting | $693,138 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS CAPITAL Service code 28 · EIN 95-3692822 | Investment Management | $654,318 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 14.28% | 13.51%+0.8pp | 10.41%+3.9pp | 13.51%+0.8pp |
| Employer contribution / active EE | $4,438 | $8,170-45.7% | $31,248-85.8% | $8,170-45.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $4-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |