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| Provider | Service type | Compensation |
|---|---|---|
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $9,854 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $8,774 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,318 | $69,771+15.1% | $67,524+18.9% | $74,400+8.0% |
| Participation rate | 98.7% | 71.4%+27.4pp | 72.9%+25.8pp | 67.2%+31.5pp |
| Annual return | 12.23% | -40.49%+52.7pp | 3519.41%-3507.2pp | 1367.51%-1355.3pp |
| Employer contribution / active EE | $2,797 | $2,710+3.2% | $2,734+2.3% | $2,624+6.6% |
| Participant deferral / active EE | $2,743 | $3,638-24.6% | $4,001-31.5% | $4,348-36.9% |
| Admin fee / account holder | $80 | $889-91.0% | $4,001-98.0% | $1,944-95.9% |