Board of Trustees, UFCW Local 152 Savings Fund

20
Form 5500 Data

Overview

Plan Rating

BrightScope Rating
20
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (20)
Average in Peer Group (56)
Highest in Peer Group (80)

Plan Description

UFCW Local 152 Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 20. UFCW Local 152 Savings Plan currently has over 13,700 active participants and over $40.4M in plan assets.

Did you know?

For the average 401k participant, the 60 point difference between this plan's BrightScope Rating (20) and the top rated plan (80) could equate to:
27
Additional years of work
548,988
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2013
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 27 Roland Ave, Suite 100
  • Location
    Mount Laurel , NJ
  • 08054-1056
  • Industry
    Supermarkets and Other Grocery (except Convenience) Stores
  • Net Plan Assets
    $40,400,000
  • Total Participants
    14,000
  • Avg Account Balance
    $6,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Highest
Company Generosity:
Below Avg.

Performance

Participation Rate:
Below Avg.
Salary Deferrals:
Poor
Account Balance:
Poor

Design

Total Plan Cost:
Highest
Company Generosity:
Poor

Performance

Participation Rate:
Poor
Salary Deferrals:
Poor
Account Balance:
Poor

Peer Group Plans

Company Rating
Roundy's Supermarkets 54.3
Weis Markets 51.7
Save Mart Supermarkets 49.7
Golub 48.5
The Pantry 45.1
Ingles Markets 45.1
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Investments

Investment Menu Stats

# of Investment Options

21

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
New York Life Guaranteed Interest Account 85%
N/A
American Funds (Capital Group) Target Date Retirement 13%
3%
JPMorgan Small Cap Growth 0%
31%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
New York Life
Recordkeeper
New York Life
Administration
Tri-State Administration
Legal Counsel
Morgan, Lewis & Bockius, LLP
Legal Counsel
Slevin & Hart
Auditor
Bond Beebe, P.C.

Articles and Questions

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