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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $14,081 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 13 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Contract Administrator | $663 |
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 64 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Recordkeeping Fees | $150 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,614 | $54,573+9.2% | $90,970-34.5% | $73,493-18.9% |
| Participation rate | 30.5% | 61.2%-30.7pp | 69.0%-38.5pp | 70.7%-40.2pp |
| Annual return | 17.85% | 16.69%+1.2pp | 134.58%-116.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $208 | $991-79.0% | $2,122-90.2% | $2,270-90.8% |
| Participant deferral / active EE | $890 | $2,517-64.6% | $3,373-73.6% | $3,740-76.2% |
| Admin fee / account holder | $226 | $521-56.6% | $5,960-96.2% | $513-55.9% |