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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC2 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $25,338 |
SFMG LLC3 years Service code 26 · EIN 20-2107602 | Advisory (Participants) | $9,037 |
EFFICIENT ADVISORS1 year Filed as: EFFICIENT MKT ADVISORS Service code 26 · EIN 13-3680189 | Advisory (Participants) | $5,653 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $3,510 |
Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $718,426 | $65,092+1003.7% | $143,799+399.6% | $66,938+973.3% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -21.29% | -11.14%-10.2pp | -0.04%-21.2pp | 1.58%-22.9pp |
| Employer contribution / active EE | $35,230 | $2,362+1391.8% | $4,952+611.4% | $2,545+1284.2% |
| Participant deferral / active EE | $20,097 | $2,920+588.2% | $5,638+256.4% | $4,238+374.2% |
| Admin fee / account holder | $336 | $502-33.2% | $14,677-97.7% | $594-43.5% |