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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UFCW GROUP ADMINISTATION LLC Service code 14 · EIN 26-0048379 | Plan Administrator | $6,747,555 |
THE BANK OF NEW YORK MELLON9+ years Filed as: ALCENTRA Service code 28 · EIN 13-5160382 | Investment Management | $2,656,454 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 38-3647875 | Pension Consulting | $940,480 |
EIDE BAILLY LLP5 years Service code 10 · EIN 45-0250958 | Accounting | $910,594 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $904,267 |
NEW ENGLAND PENSION CONSULTANTS9+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $702,660 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $594,710 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD EMERGING MARKET Service code 28 · EIN 05-0530199 | Investment Management | $369,482 |
Service code 28 · EIN 13-3200244 | Investment Management | $368,445 |
SEYFARTH SHAW LLP9+ years Filed as: SEYFARTH & SHAW Service code 29 · EIN 36-2152202 | Legal | $343,134 |
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 | $0 | $202,297-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 0.0%0pp |
| Annual return | 6.24% | 13.18%-6.9pp | 14.21%-8.0pp | 13.18%-6.9pp |
| Employer contribution / active EE | $4,912 | $8,469-42.0% | $29,446-83.3% | $8,469-42.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $125-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $7,524-100.0% | - |