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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $250 |
AMERICAN FUNDS3+ 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 | $13,080 | $58,083-77.5% | $80,019-83.7% | $56,287-76.8% |
| Participation rate | 47.2% | 73.6%-26.4pp | 75.8%-28.7pp | 69.9%-22.7pp |
| Annual return | 2.35% | 34.61%-32.3pp | 11.22%-8.9pp | -9.96%+12.3pp |
| Employer contribution / active EE | $1,032 | $1,932-46.6% | $2,468-58.2% | $2,111-51.1% |
| Participant deferral / active EE | $1,416 | $3,135-54.8% | $3,686-61.6% | $3,350-57.7% |
| Admin fee / account holder | $5 | $623-99.1% | $6,521-99.9% | $521-99.0% |