Filed January 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC2+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $34,164 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,496 |
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 | $29,395 | $71,802-59.1% | $133,975-78.1% | $57,658-49.0% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.1%+10.1pp | 70.2%+27.0pp |
| Annual return | 9.55% | 13.51%-4.0pp | 29.29%-19.7pp | 5.13%+4.4pp |
| Employer contribution / active EE | $1,915 | $3,161-39.4% | $5,211-63.3% | $1,974-3.0% |
| Participant deferral / active EE | $2,794 | $4,606-39.3% | $6,282-55.5% | $3,061-8.7% |
| Admin fee / account holder | $18 | $88-79.0% | $9,324-99.8% | $95-80.6% |