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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KDP RETIREMENT PLAN SERVICES INC Service code 13 3060 LAKE EASTBROOK BLVD · GRAND RAPIDS, MI 49512 | Contract Administrator | $975 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $745 |
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 | $7,675 | $43,133-82.2% | $89,414-91.4% | $73,493-89.6% |
| Participation rate | 60.6% | 55.0%+5.6pp | 68.0%-7.4pp | 70.7%-10.1pp |
| Annual return | 14.15% | 135.66%-121.5pp | 245.50%-231.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $705 | $2,445-71.2% | $3,890-81.9% | $3,740-81.1% |
| Admin fee / account holder | $13 | $444-97.1% | $4,883-99.7% | $513-97.5% |