Filed September 5, 2023 (most recent of 2 filings on file)
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD. · GRAND RAPIDS, MI 49512 | Recordkeeping | $599 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S. OLIVE STREET · LOS ANGELES, CA 900112211 | Recordkeeping | $426 |
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 | $32,123 | $79,523-59.6% | $140,019-77.1% | $56,289-42.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -4.83% | 2.39%-7.2pp | 651.17%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,309 | $3,350-31.1% | $5,605-58.8% | $2,111+9.4% |
| Participant deferral / active EE | $3,936 | $5,129-23.3% | $6,927-43.2% | $3,350+17.5% |
| Admin fee / account holder | $3 | $614-99.4% | $10,705-100.0% | $521-99.3% |