Filed February 23, 2017 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Distrib... | $133,512 |
HIGHTOWER ADVISORS LLC7 years Filed as: HIGHTOWER ADVISORS, LLC Service code 16 · EIN 36-4500709 | Consulting | $49,000 |
BDO USA, LLP2 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $14,550 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,468 | $65,960+116.0% | $81,882+74.0% | $77,762+83.2% |
| Participation rate | 98.3% | 65.8%+32.5pp | 72.4%+25.9pp | 70.6%+27.7pp |
| Annual return | 12.82% | 26.64%-13.8pp | 779.47%-766.7pp | 31.27%-18.4pp |
| Employer contribution / active EE | $6,247 | $2,375+163.0% | $2,916+114.2% | $2,728+129.0% |
| Participant deferral / active EE | $10,400 | $3,505+196.7% | $4,323+140.6% | $4,651+123.6% |
| Admin fee / account holder | $170 | $526-67.7% | $7,360-97.7% | $433-60.7% |