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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 |
9 funds of $250K or more; 15 lines in all, holding $10.8M of the plan's $10.9M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Principal LifeTime, collective trust, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $5.7M | 52.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 26.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $739K | 6.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $591K | 5.5% |
| Calvert Bond Fund Class R6 Morgan Stanley · Mutual fund | $237K | 2.2% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $196K | 1.8% |
| par, or maturity value Cost Value Mutual Funds Manager not matched · Mutual fund | $142K | 1.3% |
| Invesco Discovery Y Fund Invesco · Mutual fund | $103K | 0.9% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $75K | 0.7% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $75K | 0.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.