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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $42,295 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,429 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $207,946 | $123,793+68.0% | $177,848+16.9% | $79,856+160.4% |
| Participation rate | 84.9% | 84.7%+0.3pp | 87.7%-2.8pp | 69.6%+15.3pp |
| Annual return | 8.81% | 22.82%-14.0pp | 48.33%-39.5pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $18,134 | $5,956+204.5% | $7,714+135.1% | $3,741+384.8% |
| Admin fee / account holder | $697 | $7,243-90.4% | $12,431-94.4% | $5,306-86.9% |