Filed October 18, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
SC UFCW ADMINISTRATION LLC2 years Service code 13 · EIN 74-3243950 | Contract Administrator | $4,827,450 |
FIRST EAGLE2 years Filed as: FIRST EAGLE INVESTMENT MGMT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $1,564,652 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,171,603 |
GOLDMAN SACHS1 year Filed as: CROW HOLDINGS CAPITAL PARTNERS LLC Service code 28 · EIN 27-4077052 | Investment Management | $1,077,207 |
ARTISAN PARTNERS6+ years Service code 28 · EIN 30-0551775 | Investment Management | $1,003,013 |
VICTORY2 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $979,324 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $956,431 |
LAZARD ASSET MANAGEMENT6+ years Service code 28 · EIN 05-0530199 | Investment Management | $904,337 |
MEKETA INVESTMENT GROUP2 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $710,000 |
Filed as: HORIZON ACTUARIAL SERVICES, INC. Service code 11 · EIN 26-1370698 | Actuarial | $704,411 |
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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 | $0 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 26.91% | 13.51%+13.4pp | 10.41%+16.5pp | 13.51%+13.4pp |
| Employer contribution / active EE | $5,759 | $8,170-29.5% | $31,248-81.6% | $8,170-29.5% |
| Participant deferral / active EE | $0 | $488-100.0% | $4-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |