Filed March 22, 2018
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $79,888 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $48,233 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,127 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,464 | $46,332-32.1% | $143,797-78.1% | $64,824-51.5% |
| Participation rate | 85.4% | 64.2%+21.2pp | 80.3%+5.1pp | 71.5%+13.9pp |
| Annual return | -12.15% | -10.05%-2.1pp | -0.04%-12.1pp | 32.84%-45.0pp |
| Employer contribution / active EE | $2,347 | $1,911+22.8% | $4,952-52.6% | $2,507-6.4% |
| Participant deferral / active EE | $3,667 | $2,647+38.5% | $5,638-35.0% | $4,311-14.9% |
| Admin fee / account holder | $237 | $154+53.9% | $14,679-98.4% | $188+26.1% |