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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $825 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RPS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $275 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,616 | $70,917-65.3% | $98,920-75.1% | $73,493-66.5% |
| Participation rate | 50.0% | 73.8%-23.8pp | 76.0%-26.0pp | 70.7%-20.7pp |
| Annual return | 16.80% | 34.18%-17.4pp | 196.47%-179.7pp | 28.51%-11.7pp |
| Employer contribution / active EE | $932 | $2,037-54.3% | $2,689-65.4% | $2,270-59.0% |
| Participant deferral / active EE | $1,427 | $3,501-59.2% | $4,245-66.4% | $3,740-61.9% |
| Admin fee / account holder | $15 | $535-97.2% | $6,643-99.8% | $513-97.1% |