Filed January 3, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA4+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 27 · EIN 13-3180631 | Advisory (Plan) | $38,277 |
ICE MILLER LLP4+ years Service code 11 · EIN 35-0874357 | Actuarial | $35,620 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $31,250 |
Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 | Advisory (Plan) | $15,177 |
Service code 27 · EIN 11-2814158 | Advisory (Plan) | $7,834 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 0.40% | 12.03%-11.6pp | 12.93%-12.5pp | 13.59%-13.2pp |
| Employer contribution / active EE | $39,645 | $19,417+104.2% | $35,210+12.6% | $14,592+171.7% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |