Filed July 15, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 28 · EIN 36-4500709 | Investment Management | $544,198 |
BMO HARRIS BANK NA4 years Filed as: BMO HARRIS BANK, NA Service code 21 · EIN 36-2085229 | Bank Trustee | $53,914 |
DOLAN MCENIRY CAPITAL MANAGEMENT10+ years Service code 28 · EIN 36-4169967 | Investment Management | $7,899 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 8.83% | 7.29%+1.5pp | 8.10%+0.7pp | 8.21%+0.6pp |
| Employer contribution / active EE | $69,308 | $9,759+610.2% | $28,661+141.8% | $13,843+400.7% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |