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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 26 · EIN 36-4500709 200 W. MADISON ST. · CHICAGO, IL 60606 | Advisory (Participants) | $16,111 |
Service code 26 35 BEDFORD STREET, SUITE 15 · LEXINGTON, MA 02420 | Advisory (Participants) | $7,924 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,363 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,661 | $41,151-61.9% | $80,648-80.6% | $71,529-78.1% |
| Participation rate | 91.5% | 50.2%+41.3pp | 67.0%+24.5pp | 67.9%+23.6pp |
| Annual return | 15.62% | 38.49%-22.9pp | 937.21%-921.6pp | 28.97%-13.4pp |
| Employer contribution / active EE | $493 | $1,513-67.4% | $2,724-81.9% | $2,590-80.9% |
| Participant deferral / active EE | $1,843 | $2,700-31.8% | $4,443-58.5% | $4,291-57.1% |
| Admin fee / account holder | $219 | $1,842-88.1% | $5,382-95.9% | $1,588-86.2% |