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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 26 · EIN 36-4500709 | Advisory (Participants) | $20,867 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $196 |
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 | $32,654 | $84,482-61.3% | $125,363-74.0% | $66,930-51.2% |
| Participation rate | 85.3% | 76.4%+8.9pp | 82.4%+2.9pp | 69.8%+15.5pp |
| Annual return | -13.62% | -8.49%-5.1pp | 572.15%-585.8pp | 1.57%-15.2pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $4,664 | $6,782-31.2% | $7,447-37.4% | $4,238+10.1% |
| Admin fee / account holder | $0 | $685-100.0% | $10,005-100.0% | $593-100.0% |