Filed February 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
SANLI PASTORE & HILL5 years Service code 34 · EIN 95-4558283 | Valuation (appraisals, etc.); Direct ... | $29,945 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $10,970 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 26 157 PARKSHORE DRIVE · FOLSOM, CA 95630 | Advisory (Participants) | $5,020 |
KORNERSTONE, INC.5 years Filed as: KORNERSTONE Service code 26 · EIN 46-4657858 | Advisory (Participants) | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,100 | $84,499+51.6% | $125,391+2.2% | $66,949+91.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -1.65% | -8.49%+6.8pp | 572.41%-574.1pp | 1.57%-3.2pp |
| Employer contribution / active EE | $13,194 | $3,554+271.3% | $4,816+174.0% | $2,545+418.4% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $444 | $685-35.2% | $10,009-95.6% | $594-25.2% |