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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BECHER, DELLATORRE, GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $14,200 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $14,075 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,912 | $46,534+39.5% | $64,097+1.3% | $75,177-13.7% |
| Participation rate | 85.1% | 65.9%+19.1pp | 72.3%+12.8pp | 67.2%+17.9pp |
| Annual return | 8.13% | 26.07%-17.9pp | 33.75%-25.6pp | 160.75%-152.6pp |
| Employer contribution / active EE | $5,474 | $1,976+177.1% | $2,750+99.1% | $2,671+104.9% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $299 | $2,957-89.9% | $3,070-90.3% | $5,651-94.7% |