Filed February 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 26 157 PARKSHORE DRIVE · FOLSOM, CA 95630 | Advisory (Participants) | $10,895 |
SANLI PASTORE & HILL7 years Service code 34 · EIN 95-4558283 | Valuation (appraisals, etc.); Direct ... | $10,000 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $8,941 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,981 | $101,499+61.6% | $147,005+11.5% | $74,546+120.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.25% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $22,871 | $3,811+500.1% | $4,934+363.5% | $2,624+771.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $236 | $1,748-86.5% | $13,006-98.2% | $1,944-87.9% |