Filed April 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER SECURITIES LLC Service code 49 · EIN 36-4454225 | Other Services | $40,895 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,855 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,067 | $136,307+78.3% | $177,821+36.7% | $73,488+230.8% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.7%+10.6pp | 70.7%+27.7pp |
| Annual return | 18.09% | 18.68%-0.6pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $18,145 | $3,712+388.8% | $5,918+206.6% | $2,270+699.3% |
| Participant deferral / active EE | $10,011 | $5,829+71.7% | $7,714+29.8% | $3,740+167.7% |
| Admin fee / account holder | $13 | $596-97.8% | $12,427-99.9% | $513-97.4% |