Filed July 15, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HIGH LEVEL TECHNOLOGIES INC2 years Filed as: HIGH TOWER ADVISORS Service code 28 · EIN 36-4500709 | Investment Management | $593,188 |
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $55,305 |
DOLAN MCENIRY CAPITAL MANAGEMENT5+ years Service code 28 · EIN 36-4169967 | Investment Management | $6,834 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $26,894-100.0% | $362,723-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 44.9%-44.9pp | 38.2%-38.2pp | 13.0%-13.0pp |
| Annual return | 17.58% | 10.76%+6.8pp | 10.56%+7.0pp | 13.59%+4.0pp |
| Employer contribution / active EE | $78,545 | $10,184+671.3% | $30,197+160.1% | $14,592+438.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $280-100.0% | $2,168-100.0% | $29,657-100.0% |