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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN CONSULTANTS, INC. Service code 13 · EIN 13-4271932 1208 LOYOLA DRIVE · LIBERTYVILLE, IL 60048 | Contract Administrator | $25,203 |
THE VANGUARD GROUP, INC.1 year Service code 13 · EIN 23-1945930 | Contract Administrator | $23,569 |
EMBREE FINANCIAL GROUP3+ years Service code 27 · EIN 36-3983748 440 NORTH WELLS · CHICAGO, IL 60654 | Advisory (Plan) | $18,216 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,184 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,886 | $78,607+39.8% | $105,624+4.0% | $74,478+47.5% |
| Participation rate | 70.1% | 72.8%-2.7pp | 75.3%-5.2pp | 67.2%+2.9pp |
| Annual return | 6.04% | 15.96%-9.9pp | 116.20%-110.2pp | 1370.56%-1364.5pp |
| Employer contribution / active EE | $2,304 | $2,523-8.7% | $3,168-27.3% | $2,626-12.3% |
| Participant deferral / active EE | $4,495 | $4,325+3.9% | $5,013-10.3% | $4,350+3.3% |
| Admin fee / account holder | $342 | $2,220-84.6% | $10,961-96.9% | $1,946-82.4% |