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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,896 |
HIGHTOWER ADVISORS LLC1 year Service code 27 · EIN 36-4500709 | Advisory (Plan) | $33,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,060 | $155,795-71.7% | $136,297-67.7% | $69,631-36.7% |
| Participation rate | 64.0% | 75.2%-11.2pp | 81.9%-17.9pp | 70.7%-6.7pp |
| Annual return | -7.55% | 232464.33%-232471.9pp | 5156.19%-5163.7pp | 27571.02%-27578.6pp |
| Employer contribution / active EE | $3,609 | $2,991+20.7% | $4,696-23.1% | $2,032+77.6% |
| Participant deferral / active EE | $5,836 | $5,394+8.2% | $6,247-6.6% | $3,224+81.0% |
| Admin fee / account holder | $192 | $128+49.9% | $9,244-97.9% | $110+74.1% |