Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC5+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $222,041 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $91,330 |
RVK, INC.2 years Filed as: RVK INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $63,820 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $28,307 |
Service code 29 · EIN 94-1709555 | Legal | $21,186 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $20,778 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $15,445 |
UFCW LOCAL 55+ years Service code 13 · EIN 20-8028546 | Contract Administrator | $6,831 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $317,036-100.0% | $177,834-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 13.0%-13.0pp |
| Annual return | 14.46% | 11.44%+3.0pp | 11.67%+2.8pp | 13.59%+0.9pp |
| Employer contribution / active EE | $4,310 | $7,885-45.3% | $28,376-84.8% | $14,592-70.5% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $15,617-100.0% | $29,657-100.0% |