Filed April 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,929 |
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $33,976 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,099 | $80,753+19.0% | $136,294-29.5% | $62,292+54.3% |
| Participation rate | 91.5% | 73.5%+18.0pp | 81.9%+9.6pp | 69.5%+22.0pp |
| Annual return | 79.43% | 35.83%+43.6pp | 5155.94%-5076.5pp | 28.90%+50.5pp |
| Employer contribution / active EE | $4,607 | $2,884+59.8% | $4,695-1.9% | $2,042+125.6% |
| Participant deferral / active EE | $10,712 | $5,164+107.4% | $6,247+71.5% | $3,169+238.0% |
| Admin fee / account holder | $224 | $525-57.3% | $9,243-97.6% | $479-53.2% |