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| Provider | Service type | Compensation |
|---|---|---|
HILLTOP SECURITIES INC.1 year Filed as: HILLTOP SECURITIES INC Service code 26 | Advisory (Participants) | $19,488 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $6,948 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,868 | $55,331-64.1% | $81,812-75.7% | $199,593-90.0% |
| Participation rate | 19.9% | 62.5%-42.6pp | 72.3%-52.5pp | 72.0%-52.1pp |
| Annual return | 18.55% | 19.59%-1.0pp | 773.79%-755.2pp | 34.25%-15.7pp |
| Employer contribution / active EE | $0 | $2,101-100.0% | $2,912-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,303 | $3,283-60.3% | $4,319-69.8% | $5,087-74.4% |
| Admin fee / account holder | $150 | $346-56.5% | $7,386-98.0% | $269-44.1% |