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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1+ years Service code 28 · EIN 26-2270729 | Investment Management | $161,367 |
THOMAS BEAL1+ years Filed as: THOMAS CAULA Service code 30 · EIN 22-6244648 | Employee (plan); Direct payment from ... | $100,467 |
EVAN GREENBERG1+ years Service code 30 · EIN 22-6244648 | Employee (plan); Direct payment from ... | $86,987 |
JOYCE A. CAMARILLO1+ years Filed as: JOYCE NICASTRO Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $75,095 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $54,021 |
DAVID HARRIS1+ years Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $41,508 |
RICHARD J. WOLF & COMPANY1+ years Filed as: RICHARD GALLO Service code 30 · EIN 22-6244648 | Employee (plan); Direct payment from ... | $36,971 |
DA DAVIDSON & CO1+ years Filed as: STARR, GERN, DAVISON & RUBIN, P.C. Service code 29 · EIN 22-3241223 | Legal | $27,913 |
APPLIED BUSINESS SOLUTIONS1+ years Service code 16 · EIN 22-2875533 | Consulting | $26,475 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST CO Service code 19 · EIN 58-1428634 | Securities Custodian | $16,193 |
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Employer contribution per participant 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 | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.96% | 5.13%+1.8pp | 4.74%+2.2pp | 7.18%-0.2pp |
| Employer contribution / active EE | $2,453 | $14,689-83.3% | $36,089-93.2% | $13,095-81.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |