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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC8+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 70 · EIN 36-4500709 | Consulting Fees | $60,000 |
CARON & BLETZER, PLLC8+ years Service code 10 · EIN 04-3499945 | Accounting | $14,250 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,872 | $53,236+42.5% | $86,233-12.0% | $103,975-27.0% |
| Participation rate | 93.8% | 34.4%+59.4pp | 69.0%+24.7pp | 72.5%+21.2pp |
| Annual return | 13.18% | 16.04%-2.9pp | 61.39%-48.2pp | 19.41%-6.2pp |
| Employer contribution / active EE | $1,648 | $1,362+21.0% | $2,504-34.2% | $3,722-55.7% |
| Participant deferral / active EE | $5,562 | $2,309+140.9% | $4,559+22.0% | $5,343+4.1% |
| Admin fee / account holder | $44 | $2,172-98.0% | $8,342-99.5% | $332-86.8% |