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| Provider | Service type | Compensation |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $31,195 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,165 | $65,582+13.1% | $64,099+15.7% | $71,495+3.7% |
| Participation rate | 99.4% | 73.2%+26.2pp | 72.3%+27.0pp | 67.9%+31.4pp |
| Annual return | 13.61% | 18.96%-5.3pp | 33.70%-20.1pp | 28.85%-15.2pp |
| Employer contribution / active EE | $3,400 | $2,671+27.3% | $2,748+23.7% | $2,589+31.3% |
| Participant deferral / active EE | $2,739 | $3,628-24.5% | $3,881-29.4% | $4,291-36.2% |
| Admin fee / account holder | $162 | $616-73.8% | $3,070-94.7% | $1,588-89.8% |