Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 27 · EIN 13-3180631 NW #7702 · MINNEAPOLIS, MN 554857702 | Advisory (Plan) | $33,674 |
ICE MILLER LLP2+ years Service code 11 · EIN 35-0874357 ONE AMERICAN SQUARE, SUITE 2900 · INDIANAPOLIS, IN 462820200 | Actuarial | $32,581 |
Service code 27 · EIN 11-2814158 3375 PARK AVENUE, SUITE 3006 · WANTAGH, NY 11793 | Advisory (Plan) | $30,911 |
AMALGAMATED BANK2+ years Service code 21 · EIN 13-3566126 275-7TH AVENUE, 9TH FLOOR · NEW YORK, NY 10001 | Bank Trustee | $21,383 |
Service code 27 · EIN 11-2814158 3375 PARK AVENUE, SUITE 3006 · WANTAGH, NY 11793 | Advisory (Plan) | $19,422 |
LAZARD ASSET MANAGEMENT2+ years Service code 27 · EIN 58-2432390 P.O. BOX 5394 · NEW YORK, NY 101855394 | Advisory (Plan) | $18,074 |
Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $13,021 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 8.14% | 11.00%-2.9pp | 9.39%-1.2pp | 10.41%-2.3pp |
| Employer contribution / active EE | $25,887 | $16,132+60.5% | $33,466-22.6% | $14,691+76.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |