Retirement plan

ICE MILLER SAVINGS PLAN

Name: ICE MILLER LLP - ICE MILLER SAVINGS PLAN (2019) 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 2019

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

Other plans on this EIN

1 filing

#003Retirement-$285.8M assets

Prospect flagsHigh retiree %

How to read this page

Total assets (EOY)

$10M

-7.3% from 2016

Total participants

184

-7.4% from 2016

Average account balance

$56,265

+0.1% from 2016

Annual return

53.08%

-11.70 pp from 2016

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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 3 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB RETIREMENT SERVICES Service code 15 · EIN 34-1479833	Recordkeeping	$16,726
MESIROW FINANCIAL INVESTMENT MANAGE3 years Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 35-0874357	Advisory (Plan)	$5,625
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33	Securities brokerage; Securities brok...	$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

1 tripped

InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$25K

$187 / participant

Investment mgmt$6K22.7%
Other / not subdivided$19K77.3%

% of EOY assets

0.248%

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

$56,265

$89,652-37.2%

$141,200-60.2%

$65,188-13.7%

Participation rate

94.7%

74.7%+20.0pp

82.5%+12.2pp

70.2%+24.5pp

Annual return

53.08%

32.79%+20.3pp

71.41%-18.3pp

29.38%+23.7pp

Employer contribution / active EE

$3,065-100.0%

$4,736-100.0%

$2,177-100.0%

Participant deferral / active EE

$11,495

$5,691+102.0%

$6,710+71.3%

$3,514+227.1%

Admin fee / account holder

$140

$569-75.4%

$10,265-98.6%

$847-83.5%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.2 years

Filed as: CHARLES SCHWAB RETIREMENT SERVICES

Service code 15 · EIN 34-1479833

Recordkeeping

$16,726

MESIROW FINANCIAL INVESTMENT MANAGE3 years

Filed as: MESIROW FINANCIAL, INC

Service code 27 · EIN 35-0874357

Advisory (Plan)

$5,625

CHARLES SCHWAB & CO., INC.4 years

Filed as: CHARLES SCHWAB & CO. INC.

Service code 33

Securities brokerage; Securities brok...

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