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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Service code 26 · EIN 36-4454225 | Advisory (Participants) | $10,148 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,327 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,336 | $46,173+35.0% | $170,439-63.4% | $69,631-10.5% |
| Participation rate | 98.5% | 63.9%+34.6pp | 83.6%+14.9pp | 70.7%+27.8pp |
| Annual return | 11.93% | 21.62%-9.7pp | 205.94%-194.0pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $2,690 | $1,610+67.1% | $5,433-50.5% | $2,032+32.4% |
| Participant deferral / active EE | $3,860 | $2,080+85.6% | $4,939-21.9% | $3,224+19.7% |
| Admin fee / account holder | $41 | $116-65.0% | $13,881-99.7% | $110-63.3% |