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.
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 |
|---|---|---|
SC UFCW ADMINISTRATION LLC5 years Service code 14 · EIN 74-3243950 | Plan Administrator | $6,730,435 |
MEKETA INVESTMENT GROUP5 years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,222,202 |
Filed as: BNY MELLON INVESTMENT ADVISER INC Service code 28 · EIN 13-5673135 | Investment Management | $1,203,602 |
Service code 11 · EIN 26-1370698 | Actuarial | $964,871 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: J.P. MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $949,095 |
VICTORY5 years Filed as: VICTORY CAPITAL Service code 28 · EIN 13-2700161 | Investment Management | $821,736 |
ACADIAN ASSET MANAGEMENT LLC9+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $793,828 |
RIDGEWORTH9+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4575414 | Investment Management | $712,096 |
Filed as: PATTERSON CAPITAL MANAGEMENT Service code 28 · EIN 95-3170259 | Investment Management | $641,202 |
ARTISAN PARTNERS9+ years Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $639,999 |
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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 10.50% | 8.85%+1.7pp | 148.54%-138.0pp | 8.85%+1.7pp |
| Employer contribution / active EE | $5,700 | $8,529-33.2% | $26,844-78.8% | $8,529-33.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $63-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |