Filed February 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,902 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $26,027 |
KORNERSTONE, INC.6 years Service code 27 · EIN 46-4657858 | Advisory (Plan) | $25,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,671 | $84,499+91.3% | $125,391+28.9% | $66,949+141.5% |
| Participation rate | 95.0% | 76.4%+18.6pp | 82.4%+12.7pp | 69.8%+25.2pp |
| Annual return | -17.34% | -8.49%-8.8pp | 572.41%-589.7pp | 1.57%-18.9pp |
| Employer contribution / active EE | $6,918 | $3,554+94.7% | $4,816+43.7% | $2,545+171.8% |
| Participant deferral / active EE | $10,954 | $6,785+61.4% | $7,448+47.1% | $4,239+158.4% |
| Admin fee / account holder | $393 | $685-42.6% | $10,009-96.1% | $594-33.8% |