Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA10+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 27 · EIN 13-3180631 | Advisory (Plan) | $61,549 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $38,500 |
GREAT LAKES ADVISORS, LLC7 years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 | Advisory (Plan) | $19,258 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Service code 27 · EIN 11-2814158 | Advisory (Plan) | $17,303 |
Filed as: WACAP - SP INFRASTRUCTURE FUND IV F Service code 21 · EIN 86-1680526 | Bank Trustee | $10,433 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL LLC Service code 27 · EIN 41-1788385 | Advisory (Plan) | $5,945 |
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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 | $24,265-100.0% | $133,308-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 11.2%-11.2pp |
| Annual return | 9.86% | 8.95%+0.9pp | 7.44%+2.4pp | 9.01%+0.9pp |
| Employer contribution / active EE | $26,247 | $26,499-0.9% | $30,790-14.8% | $12,866+104.0% |
| Participant deferral / active EE | $0 | $2,525-100.0% | $640-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $16,084-100.0% | $4,785-100.0% |