Filed January 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $11,246 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,704 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,493 | $68,413-64.2% | $123,105-80.1% | $55,191-55.6% |
| Participation rate | 98.6% | 84.5%+14.0pp | 86.8%+11.8pp | 69.2%+29.4pp |
| Annual return | -0.11% | 6.30%-6.4pp | 13.22%-13.3pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,814 | $3,050-40.5% | $5,151-64.8% | $1,899-4.4% |
| Participant deferral / active EE | $2,632 | $4,490-41.4% | $6,229-57.7% | $3,046-13.6% |
| Admin fee / account holder | $13 | $88-85.1% | $9,014-99.9% | $91-85.6% |