Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 27 · EIN 13-3180631 NW #7702 · MINNEAPOLIS, MN 554857702 | Advisory (Plan) | $125,215 |
Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $31,250 |
ICE MILLER LLP3+ years Service code 11 · EIN 35-0874357 ONE AMERICAN SQUARE, SUITE 2900 · INDIANAPOLIS, IN 462820200 | Actuarial | $21,304 |
LAZARD ASSET MANAGEMENT3+ years Service code 27 · EIN 58-2432390 P.O. BOX 5394 · NEW YORK, NY 101855394 | Advisory (Plan) | $14,447 |
Service code 27 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 441143179 | Advisory (Plan) | $11,577 |
Service code 27 · EIN 11-2814158 3375 PARK AVENUE, SUITE 3006 · WANTAGH, NY 11793 | Advisory (Plan) | $7,190 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 6.75% | -1.32%+8.1pp | -0.67%+7.4pp | 10.56%-3.8pp |
| Employer contribution / active EE | $24,898 | $18,687+33.2% | $31,731-21.5% | $13,643+82.5% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |