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| Provider | Service type | Compensation |
|---|---|---|
UFCW GROUP ADMINISTRATION LLC6+ years Service code 14 · EIN 26-0048379 | Plan Administrator | $200,555 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $115,311 |
RVK, INC.3 years Filed as: RVK INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $65,288 |
Service code 29 · EIN 94-1709555 | Legal | $28,854 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $24,494 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $21,438 |
UFCW LOCAL 56+ years Service code 13 · EIN 20-8028546 | Contract Administrator | $6,194 |
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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 | $198,586-100.0% | $161,673-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 13.5%-13.5pp |
| Annual return | 7.00% | 8.51%-1.5pp | 9.65%-2.6pp | 9.29%-2.3pp |
| Employer contribution / active EE | $2,052 | $7,965-74.2% | $27,458-92.5% | $15,168-86.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $23,561-100.0% | $2,037-100.0% |