See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
BOSTON HILL ADVISORS LLC9+ years Filed as: BOSTON HILL ADVISORS Service code 28 · EIN 20-5369878 100 ANDOVER BYPASS ST. STE. 201 · NORTH ANDOVER, MA 01845 | Investment Management | $27,266 |
HIGHTOWER ADVISORS LLC1 year Service code 28 · EIN 36-4500709 200 WEST MADISON STREET FLOOR 25 · CHICAGO, IL 60606 | Investment Management | $9,409 |
Filed as: NO AMERICAN KTRADE ALLIANCE, LLC Service code 15 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Recordkeeping | $5,926 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC Service code 10 | Accounting | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,208 | $54,701+4.6% | $86,188-33.6% | $71,457-19.9% |
| Participation rate | 38.7% | 60.1%-21.4pp | 69.0%-30.2pp | 67.9%-29.2pp |
| Annual return | 16.46% | 20.06%-3.6pp | 1168.45%-1152.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $813 | $1,265-35.7% | $2,380-65.8% | $2,588-68.6% |
| Participant deferral / active EE | $1,390 | $3,108-55.3% | $3,985-65.1% | $4,289-67.6% |
| Admin fee / account holder | $313 | $1,922-83.7% | $6,852-95.4% | $1,587-80.3% |