Retirement plan

ICE MILLER SAVINGS PLAN

Name: ICE MILLER LLP - ICE MILLER SAVINGS PLAN (2018) Form 5500
Creator: ICE MILLER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ICE MILLER SAVINGS PLAN, ICE MILLER LLP

ICE MILLER LLPEIN 35-0874357Plan #004PY 2018

ONE AMERICAN SQUARE, SUITE 2900 - INDIANAPOLIS, IN 462820200317-236-2392icemiller.comLinkedIn501-1000 employeeslaw practice

Other plans on this EIN

1 filing

#003Retirement-$240.2M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.8M

-7.3% from 2016

Total participants

164

-7.4% from 2016

Average account balance

$36,998

+0.1% from 2016

Annual return

7.95%

-11.70 pp from 2016

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-101.31%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS4+ years Service code 15 · EIN 13-3689044	Recordkeeping	$19,211
MESIROW FINANCIAL INVESTMENT MANAGE2 years Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 35-0874357	Advisory (Plan)	$7,500
CHARLES SCHWAB & CO., INC.1 year Filed as: CHARLES SCHWAB RETIREMENT SERVICES Service code 15 · EIN 94-1737782	Recordkeeping	$3,515
KATZ, SAPPER & MILLER2 years Service code 10 · EIN 35-2123203	Accounting	$800
NATIONAL FINANCIAL SERVICES4+ years Service code 33	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2F2G2J2R2S

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$31K

$275 / participant

Investment mgmt$8K24.2%
Other / not subdivided$24K75.8%

% of EOY assets

0.531%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KATZ, SAPPER & MILLER LLP
Auditor EIN: 351090346
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,998

$73,102-49.4%

$123,553-70.1%

$56,289-34.3%

Participation rate

94.7%

74.3%+20.4pp

82.3%+12.4pp

69.9%+24.8pp

Annual return

7.95%

3.01%+4.9pp

119.21%-111.3pp

-9.96%+17.9pp

Employer contribution / active EE

$2,977-100.0%

$4,628-100.0%

$2,111-100.0%

Participant deferral / active EE

$10,885

$5,423+100.7%

$6,426+69.4%

$3,350+224.9%

Admin fee / account holder

$196

$554-64.5%

$9,284-97.9%

$521-62.3%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS4+ years

Service code 15 · EIN 13-3689044

Recordkeeping

$19,211

MESIROW FINANCIAL INVESTMENT MANAGE2 years

Filed as: MESIROW FINANCIAL, INC

Service code 27 · EIN 35-0874357

Advisory (Plan)

$7,500

CHARLES SCHWAB & CO., INC.1 year

Filed as: CHARLES SCHWAB RETIREMENT SERVICES

Service code 15 · EIN 94-1737782

Recordkeeping

$3,515

KATZ, SAPPER & MILLER2 years

Service code 10 · EIN 35-2123203

Accounting

$800

NATIONAL FINANCIAL SERVICES4+ years

Service code 33

Securities brokerage commissions and ...

ICE MILLER SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ICE MILLER SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion