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. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: UFCW GROUP ADMINISTATION LLC Service code 14 · EIN 26-0048379 | Plan Administrator | $6,510,846 |
THE BANK OF NEW YORK MELLON8+ years Filed as: ALCENTRA Service code 28 · EIN 13-5160382 | Investment Management | $3,198,996 |
PINNACLE ASSET MANAGEMENT LP2 years Filed as: PINNACLE ASSET MANAGEMENT L.P. Service code 28 · EIN 71-0937676 | Investment Management | $3,001,795 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP Service code 28 11100 SANTA MONICA BLVD SUITE 2000 · LOS ANGELES, CA 90025 | Investment Management | $2,581,114 |
Service code 28 · EIN 95-4486379 | Investment Management | $1,020,881 |
EIDE BAILLY LLP4 years Service code 50 · EIN 45-0250958 | Direct Payment | $960,813 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 38-3647875 | Pension Consulting | $745,131 |
NEW ENGLAND PENSION CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $696,557 |
NIS2 years Filed as: NIS DYNAMIC Service code 19 · EIN 84-3937993 | Securities Custodian | $605,885 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $487,162 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $1,469,698-100.0% | $65,170-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -9.82% | 7.68%-17.5pp | 7.07%-16.9pp | 7.68%-17.5pp |
| Employer contribution / active EE | $4,732 | $9,142-48.2% | $34,847-86.4% | $9,142-48.2% |
| Participant deferral / active EE | $0 | $462-100.0% | $4-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $51-100.0% | $19,323-100.0% |