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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Service code 27 · EIN 36-4500709 | Advisory (Plan) | $24,945 |
Filed as: TRANSAMERICA RETIREMENT SOLUTION Service code 15 · EIN 13-3689044 | Recordkeeping | $17,643 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $15,500 |
EQUITABLE ADVISORS LLC1 year Service code 27 · EIN 13-4078005 | Advisory (Plan) | $8,708 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 15 · EIN 33-0785439 | Recordkeeping | $4,414 |
FJC & ASSOCIATES, INC.6 years Service code 15 · EIN 06-1086115 | Recordkeeping | $2,025 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,895 | $101,672-27.3% | $147,117-49.8% | $74,478-0.8% |
| Participation rate | 74.5% | 75.5%-1.0pp | 82.2%-7.7pp | 67.2%+7.3pp |
| Annual return | 17.06% | 8757.83%-8740.8pp | 420.54%-403.5pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $4,845 | $3,813+27.1% | $4,932-1.8% | $2,626+84.5% |
| Participant deferral / active EE | $8,942 | $7,305+22.4% | $8,065+10.9% | $4,350+105.5% |
| Admin fee / account holder | $281 | $1,753-84.0% | $12,993-97.8% | $1,946-85.6% |