Filed March 25, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $3,572 |
ROYAL SECURITIES CO1+ years Service code 17 · EIN 38-2425459 4095 CHICAGO DR. · GRANDVILLE, MI 49418 | Pension Consulting | $3,192 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,638 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,342 | $57,108-31.1% | $94,228-58.2% | $52,331-24.8% |
| Participation rate | 67.4% | 72.9%-5.5pp | 78.8%-11.3pp | 68.1%-0.7pp |
| Annual return | 0.87% | 1.47%-0.6pp | 10.68%-9.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $581 | $1,735-66.5% | $3,587-83.8% | $1,882-69.1% |
| Participant deferral / active EE | $2,753 | $3,040-9.4% | $4,320-36.3% | $3,022-8.9% |
| Admin fee / account holder | $33 | $546-93.9% | $6,269-99.5% | $592-94.4% |