Filed January 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,325 |
HIGHTOWER ADVISORS LLC4+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $32,913 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,685 | $80,005-56.6% | $140,019-75.2% | $55,725-37.8% |
| Participation rate | 99.0% | 87.0%+12.0pp | 87.5%+11.5pp | 70.9%+28.2pp |
| Annual return | -7.38% | 0.46%-7.8pp | 651.17%-658.5pp | 244.93%-252.3pp |
| Employer contribution / active EE | $2,256 | $3,403-33.7% | $5,605-59.7% | $2,078+8.6% |
| Participant deferral / active EE | $3,096 | $5,264-41.2% | $6,927-55.3% | $3,356-7.7% |
| Admin fee / account holder | $241 | $116+108.0% | $10,705-97.8% | $115+108.9% |