Filed July 15, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HIGH LEVEL TECHNOLOGIES INC3 years Filed as: HIGH TOWER ADVISORS Service code 28 · EIN 36-4500709 | Investment Management | $609,157 |
WELLS FARGO BANK, N.A.6+ years Service code 21 · EIN 41-6257133 | Bank Trustee | $51,401 |
DOLAN MCENIRY CAPITAL MANAGEMENT6+ years Service code 28 · EIN 36-4169967 | Investment Management | $5,375 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 0.28% | 9.38%-9.1pp | 8.01%-7.7pp | 9.29%-9.0pp |
| Employer contribution / active EE | $49,103 | $9,605+411.3% | $29,475+66.6% | $15,168+223.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |