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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,184 |
EMBREE FINANCIAL GROUP1+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $29,631 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONSULTANTS INC. Service code 13 · EIN 13-4271932 | Contract Administrator | $21,878 |
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 reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,052 | $72,620+63.9% | $90,756+31.2% | $66,930+77.9% |
| Participation rate | 80.4% | 73.7%+6.7pp | 75.7%+4.7pp | 69.8%+10.6pp |
| Annual return | -15.03% | -12.28%-2.7pp | -12.16%-2.9pp | 1.57%-16.6pp |
| Employer contribution / active EE | $3,203 | $2,369+35.2% | $2,922+9.6% | $2,545+25.8% |
| Participant deferral / active EE | $7,200 | $3,979+81.0% | $4,565+57.7% | $4,238+69.9% |
| Admin fee / account holder | $508 | $707-28.2% | $8,445-94.0% | $593-14.4% |