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| Provider | Service type | Compensation |
|---|---|---|
UFCW LOCAL 54 years Filed as: UFCW & EMPLOYERS TRUST, LLC Service code 14 · EIN 26-0048379 | Plan Administrator | $152,600 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $102,278 |
RVK, INC.7 years Filed as: RVK INC. Service code 49 · EIN 93-0910652 | Other Services | $73,000 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL IM AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $65,181 |
EIDE BAILLY LLP6 years Service code 10 · EIN 45-0250958 | Accounting | $28,302 |
Service code 29 · EIN 94-1709555 | Legal | $25,378 |
NORTHERN TRUST COMPANY10+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $20,608 |
LYNANN KING7 years Service code 20 · EIN 94-6313558 | Trustee (individual) | $5,895 |
DIANE VETTERLEIN8 years Service code 20 · EIN 94-6313558 | Trustee (individual) | $5,804 |
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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 | $185,887-100.0% | $179,823-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 61.6%-61.6pp | 42.1%-42.1pp | 43.7%-43.7pp |
| Annual return | 5.75% | 174.02%-168.3pp | 148.65%-142.9pp | 13.05%-7.3pp |
| Employer contribution / active EE | $5,262 | $30,823-82.9% | $26,844-80.4% | $37,652-86.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $63-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $1,660-100.0% | $1,660-100.0% | $31,365-100.0% |