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 |
|---|---|---|
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 27 · EIN 13-3180631 NW #7702 · MINNEAPOLIS, MN 554857702 | Advisory (Plan) | $81,127 |
Service code 27 · EIN 11-2814158 3375 PARK AVENUE, SUITE 3006 · WANTAGH, NY 11793 | Advisory (Plan) | $79,193 |
LAZARD ASSET MANAGEMENT1+ years Service code 27 · EIN 98-0437848 P.O. BOX 5394 · NEW YORK, NY 101855394 | Advisory (Plan) | $54,979 |
AMALGAMATED BANK1+ years Service code 21 · EIN 13-3566126 275-7TH AVENUE, 9TH FLOOR · NEW YORK, NY 10001 | Bank Trustee | $52,440 |
Service code 27 · EIN 11-2814158 3375 PARK AVENUE, SUITE 3006 · WANTAGH, NY 11793 | Advisory (Plan) | $45,630 |
ICE MILLER LLP1+ years Service code 11 · EIN 35-0874357 ONE AMERICAN SQUARE, SUITE 2900 · INDIANAPOLIS, IN 462820200 | Actuarial | $40,707 |
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.
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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 0.33% | 4.23%-3.9pp | 3.97%-3.6pp | 4.56%-4.2pp |
| Employer contribution / active EE | $45,716 | $16,147+183.1% | $28,168+62.3% | $15,526+194.4% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |