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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $200 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MGMT CO Service code 15 333 S HOPE ST 55TH FLOOR · LOS ANGELES, CA 90071 | Recordkeeping | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,789 | $63,299-86.1% | $91,001-90.3% | $62,292-85.9% |
| Participation rate | 50.8% | 73.3%-22.5pp | 75.6%-24.8pp | 69.5%-18.7pp |
| Annual return | 25.02% | 20.99%+4.0pp | 4.60%+20.4pp | 28.90%-3.9pp |
| Employer contribution / active EE | $1,032 | $1,807-42.9% | $2,456-58.0% | $2,042-49.5% |
| Participant deferral / active EE | $1,393 | $2,943-52.7% | $3,547-60.7% | $3,169-56.0% |
| Admin fee / account holder | $5 | $468-99.0% | $5,417-99.9% | $479-99.1% |