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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC2+ years Filed as: HIGHTOWER SECURITIES LLC Service code 49 · EIN 36-4454225 | Other Services | $19,357 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $1,880,578 | $54,213+3368.9% | $93,696+1907.1% | $77,736+2319.2% |
| Participation rate | 0.0% | 64.0%-64.0pp | 68.7%-68.7pp | 70.6%-70.6pp |
| Annual return | -80.06% | 30.55%-110.6pp | 133.74%-213.8pp | 31.26%-111.3pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,422-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $6,481 | $3,145+106.1% | $4,417+46.7% | $4,651+39.4% |
| Admin fee / account holder | $11,084 | $575+1828.3% | $8,287+33.8% | $433+2458.0% |