Filed January 3, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $81,250 |
ICE MILLER LLP4+ years Service code 11 · EIN 35-0874357 | Actuarial | $49,345 |
Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 | Advisory (Plan) | $38,960 |
Service code 27 · EIN 11-2814158 | Advisory (Plan) | $16,697 |
LAZARD ASSET MANAGEMENT4+ years Service code 27 · EIN 98-0437848 | Advisory (Plan) | $7,679 |
Service code 27 · EIN 34-1922005 | Advisory (Plan) | $5,707 |
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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 | $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 | 8.16% | 12.03%-3.9pp | 12.93%-4.8pp | 13.59%-5.4pp |
| Employer contribution / active EE | $76,564 | $19,417+294.3% | $35,210+117.5% | $14,592+424.7% |
| 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% |