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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT PRACTICE7+ years Service code 13 · EIN 13-4144565 | Contract Administrator | $32,582 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,933 |
HIGHTOWER ADVISORS LLC7+ years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $26,232 |
GEORGE JOHNSON & COMPANY1 year Filed as: GEORGE L MILLER TRUSTEE Service code 13 382 EAGLE DRIVE · JUPITER, FL 33477 | Contract Administrator | $15,000 |
LBMC, PC5 years Service code 10 · EIN 62-1199757 | Accounting | $14,700 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,909 | $117,983-44.1% | $101,794-35.3% | $142,382-53.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 7.34% | 36.92%-29.6pp | 30.53%-23.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,218 | $10,433-88.3% | $8,777-86.1% | $12,624-90.4% |