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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 | $126,153 | $108,942+15.8% | $100,415+25.6% | $145,897-13.5% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.1pp | 80.3%+6.4pp |
| Annual return | 14.35% | 58.27%-43.9pp | 49.47%-35.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $31,324 | $4,422+608.4% | $3,943+694.4% | $4,663+571.8% |
| Participant deferral / active EE | $71,096 | $8,461+740.3% | $8,091+778.7% | $6,689+962.8% |
| Admin fee / account holder | $448 | $9,702-95.4% | $7,906-94.3% | $13,390-96.7% |