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 | $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 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 | $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% |