Filed February 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
SANLI PASTORE & HILL6 years Service code 34 · EIN 95-4558283 | Valuation (appraisals, etc.); Direct ... | $18,840 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 26 157 PARKSHORE DRIVE · FOLSOM, CA 95630 | Advisory (Participants) | $10,021 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $4,310 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,395 | $91,474+62.2% | $135,982+9.1% | $71,529+107.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 3.78% | 29.89%-26.1pp | 68.32%-64.5pp | 28.97%-25.2pp |
| Employer contribution / active EE | $21,782 | $3,705+487.8% | $4,859+348.3% | $2,590+741.1% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $282 | $1,267-77.7% | $10,767-97.4% | $1,588-82.2% |