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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,669 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $5,226 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,501 | $35,986+101.5% | $77,552-6.5% | $73,497-1.4% |
| Participation rate | 15.5% | 40.8%-25.3pp | 54.2%-38.7pp | 70.7%-55.2pp |
| Annual return | 11.75% | 19.26%-7.5pp | 54.82%-43.1pp | 28.51%-16.8pp |
| Employer contribution / active EE | $338 | $557-39.4% | $987-65.8% | $2,270-85.1% |
| Participant deferral / active EE | $817 | $1,198-31.8% | $1,861-56.1% | $3,740-78.1% |
| Admin fee / account holder | $530 | $466+13.9% | $2,859-81.4% | $513+3.4% |