Filed April 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $75,035 |
FIDUCIARY PLAN CONSULTANTS LLC1 year Service code 27 · EIN 47-1186155 | Advisory (Plan) | $24,774 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $23,425 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,867 | $89,652-2.0% | $141,162-37.8% | $65,185+34.8% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.5%+10.1pp | 70.2%+22.4pp |
| Annual return | 21.91% | 32.79%-10.9pp | 71.39%-49.5pp | 29.38%-7.5pp |
| Employer contribution / active EE | $5,379 | $3,065+75.5% | $4,735+13.6% | $2,177+147.1% |
| Participant deferral / active EE | $12,917 | $5,691+127.0% | $6,709+92.5% | $3,514+267.6% |
| Admin fee / account holder | $274 | $569-51.7% | $10,261-97.3% | $847-67.6% |