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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC4 years Filed as: HIGHTOWER SECURITIES LLC Service code 27 · EIN 36-4454225 | Advisory (Plan) | $48,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,353 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,552 | $137,414+45.9% | $189,520+5.8% | $85,856+133.6% |
| Participation rate | 92.4% | 84.6%+7.8pp | 87.8%+4.6pp | 69.3%+23.1pp |
| Annual return | 16.39% | 38.14%-21.8pp | 555.25%-538.9pp | 318.58%-302.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,161-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $19,228 | $6,260+207.2% | $8,220+133.9% | $3,952+386.5% |
| Admin fee / account holder | $880 | $8,630-89.8% | $12,046-92.7% | $6,261-86.0% |