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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC3+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $260,193 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $93,118 |
RVK, INC.3+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $61,342 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $26,860 |
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 | Accounting | $26,745 |
Service code 29 · EIN 94-1709555 | Legal | $14,910 |
DIANE VETTERLEIN1 year Service code 20 · EIN 94-6313558 | Trustee (individual) | $7,949 |
UFCW LOCAL 53+ years Service code 13 · EIN 20-8028546 | Contract Administrator | $7,266 |
LYANN KING1 year Service code 20 · EIN 94-6313558 | Trustee (individual) | $6,991 |
UFCW LOCAL 83+ years Service code 13 · EIN 94-0801845 | Contract Administrator | $5,491 |
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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 | $46,757-100.0% | $158,640-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.3%-11.3pp |
| Annual return | 13.25% | 9.02%+4.2pp | 10.66%+2.6pp | 10.41%+2.8pp |
| Employer contribution / active EE | $3,527 | $8,857-60.2% | $30,880-88.6% | $14,691-76.0% |
| Participant deferral / active EE | $0 | $217-100.0% | $65-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $1,478-100.0% | $2,646-100.0% |