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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,177 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $19,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,927 | $32,117+102.2% | $71,089-8.7% | $64,173+1.2% |
| Participation rate | 95.7% | 42.7%+53.0pp | 54.6%+41.1pp | 69.6%+26.1pp |
| Annual return | -5.89% | -5.57%-0.3pp | 650.65%-656.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,669 | $712+415.1% | $1,088+237.3% | $2,381+54.1% |
| Participant deferral / active EE | $4,825 | $1,263+282.0% | $1,873+157.7% | $3,470+39.1% |
| Admin fee / account holder | $420 | $2,759-84.8% | $3,082-86.4% | $4,887-91.4% |