Filed December 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER SECURITIES, LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $17,518 |
PENSION ASSURANCE LLP2 years Filed as: PENSION SPECIALISTS LTD Service code 49 | Other Services | $5,919 |
PENSION ASSURANCE LLP2 years Filed as: PENSION SPECIALISTS Service code 49 · EIN 36-3592542 | Other Services | $0 |
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 | $17,385 | $52,188-66.7% | $86,656-79.9% | $74,473-76.7% |
| Participation rate | 98.7% | 66.3%+32.4pp | 71.7%+27.0pp | 70.7%+28.0pp |
| Annual return | 19.29% | 44.46%-25.2pp | 593.09%-573.8pp | 34.36%-15.1pp |
| Employer contribution / active EE | $770 | $2,282-66.3% | $3,025-74.6% | $2,638-70.8% |
| Participant deferral / active EE | $3,550 | $3,383+4.9% | $4,439-20.0% | $4,530-21.6% |
| Admin fee / account holder | $130 | $319-59.1% | $5,619-97.7% | $347-62.5% |