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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,417 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER SECURITIES LLC Service code 49 · EIN 36-4454225 | Other Services | $9,838 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,546 | $48,576-49.5% | $169,452-85.5% | $56,287-56.4% |
| Participation rate | 81.9% | 65.8%+16.1pp | 77.8%+4.1pp | 69.9%+12.0pp |
| Annual return | 6.44% | -2.51%+9.0pp | 1.83%+4.6pp | -9.96%+16.4pp |
| Employer contribution / active EE | $975 | $1,559-37.4% | $4,157-76.5% | $2,111-53.8% |
| Participant deferral / active EE | $5,354 | $3,275+63.5% | $5,277+1.5% | $3,350+59.8% |
| Admin fee / account holder | $131 | $435-70.0% | $9,110-98.6% | $521-74.9% |