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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD. SE · GRAND RAPIDS, MI 49512 | Accounting | $750 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RPS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $488 |
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.
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 | $25,040 | $72,620-65.5% | $90,760-72.4% | $66,938-62.6% |
| Participation rate | 43.0% | 73.7%-30.7pp | 75.7%-32.7pp | 69.8%-26.9pp |
| Annual return | -13.41% | -12.28%-1.1pp | -12.16%-1.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $986 | $2,369-58.4% | $2,922-66.2% | $2,545-61.2% |
| Participant deferral / active EE | $1,698 | $3,979-57.3% | $4,565-62.8% | $4,238-59.9% |
| Admin fee / account holder | $16 | $707-97.7% | $8,444-99.8% | $594-97.2% |