Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $81,250 |
LAZARD ASSET MANAGEMENT3+ years Service code 27 · EIN 98-0437848 P.O. BOX 5394 · NEW YORK, NY 101855394 | Advisory (Plan) | $34,340 |
ICE MILLER LLP3+ years Service code 11 · EIN 35-0874357 ONE AMERICAN SQUARE, SUITE 2900 · INDIANAPOLIS, IN 462820200 | Actuarial | $31,037 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 27 · EIN 13-3180631 NW #7702 · MINNEAPOLIS, MN 554857702 | Advisory (Plan) | $25,742 |
Filed as: GREAT LAKES Service code 27 | Advisory (Plan) | $24,507 |
Service code 27 · EIN 34-1922005 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 441143179 | Advisory (Plan) | $23,512 |
Service code 27 · EIN 11-2814158 3375 PARK AVENUE, SUITE 3006 · WANTAGH, NY 11793 | Advisory (Plan) | $15,900 |
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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 | $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 | 9.40% | -1.32%+10.7pp | -0.67%+10.1pp | 10.56%-1.2pp |
| Employer contribution / active EE | $37,373 | $18,687+100.0% | $31,731+17.8% | $13,643+173.9% |
| 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% |