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.
| Provider | Service type | Compensation |
|---|---|---|
SC UFCW ADMINISTRATION LLC3 years Service code 13 · EIN 74-3243950 | Contract Administrator | $5,592,086 |
FIRST EAGLE3 years Filed as: FIRST EAGLE INVESTMENT MGMT, LLC Service code 28 · EIN 57-1156902 | Investment Management | $1,604,804 |
Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,254,627 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $969,082 |
VICTORY3 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $914,484 |
ARTISAN PARTNERS7+ years Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $891,608 |
ACADIAN ASSET MANAGEMENT LLC7+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $806,301 |
WITHUMSMITH+BROWN, PC7+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-0680642 | Investment Management | $791,932 |
Filed as: HORIZON ACTUARIAL SERVICES, INC. Service code 11 · EIN 26-1370698 | Actuarial | $779,787 |
Filed as: PATTERSON CAPITAL MANAGEMENT Service code 28 · EIN 95-3170259 | Investment Management | $723,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,469,698-100.0% | $65,170-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | 5.66% | 7.68%-2.0pp | 7.07%-1.4pp | 7.68%-2.0pp |
| Employer contribution / active EE | $5,581 | $9,142-39.0% | $34,847-84.0% | $9,142-39.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $4-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $51-100.0% | $19,323-100.0% |