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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UFCW GROUP ADMINISTATION LLC Service code 14 · EIN 26-0048379 | Plan Administrator | $6,527,307 |
THE BANK OF NEW YORK MELLON10+ years Filed as: ALCENTRA Service code 28 | Investment Management | $2,263,379 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON CAPITAL ADVISORS, LP Service code 28 · EIN 95-4486379 | Investment Management | $889,826 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $817,398 |
NEW ENGLAND PENSION CONSULTANTS10+ years Filed as: NEW ENGLAND PENSION CONSULTANTS LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $715,582 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $639,742 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 38-3647875 | Pension Consulting | $624,524 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $404,699 |
Filed as: ALL SPRINGS (WELLS CAPITAL) Service code 28 · EIN 95-3692822 | Investment Management | $355,417 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 28 · EIN 13-3200244 | Investment Management | $303,507 |
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 7.43% | 8.85%-1.4pp | 148.21%-140.8pp | 8.85%-1.4pp |
| Employer contribution / active EE | $5,150 | $8,529-39.6% | $26,792-80.8% | $8,529-39.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $63-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |