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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,147 |
HIGHTOWER ADVISORS LLC8 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $42,306 |
THE BENEFIT PRACTICE7 years Service code 49 · EIN 13-4144565 | Other Services | $8,323 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,335 | $108,912+16.0% | $100,383+25.9% | $145,959-13.4% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 14.41% | 57.96%-43.6pp | 49.26%-34.9pp | 561.95%-547.5pp |
| Employer contribution / active EE | $32,307 | $4,423+630.5% | $3,944+719.2% | $4,661+593.2% |
| Participant deferral / active EE | $73,160 | $8,451+765.7% | $8,086+804.8% | $6,689+993.8% |
| Admin fee / account holder | $448 | $9,690-95.4% | $7,900-94.3% | $13,398-96.7% |