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 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 |
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 | 148.78%-138.3pp | 8.85%+1.7pp |
| Employer contribution / active EE | $5,700 | $8,529-33.2% | $26,858-78.8% | $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% | - |