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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,317 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $20,920 |
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 | $82,638 | $34,316+140.8% | $74,723+10.6% | $72,976+13.2% |
| Participation rate | 98.5% | 42.4%+56.1pp | 54.5%+44.1pp | 69.5%+29.0pp |
| Annual return | 22.27% | 26.58%-4.3pp | 753.18%-730.9pp | 81.02%-58.7pp |
| Employer contribution / active EE | $4,114 | $692+494.7% | $1,084+279.5% | $2,440+68.6% |
| Participant deferral / active EE | $5,331 | $1,272+319.2% | $1,962+171.8% | $3,608+47.8% |
| Admin fee / account holder | $473 | $2,125-77.8% | $3,335-85.8% | $5,124-90.8% |