Filed April 30, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 12 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Other services; Consulting (pension);... | $300 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-1411037 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,039 | $53,412-51.2% | $68,509-62.0% | $52,331-50.2% |
| Participation rate | 46.0% | 71.7%-25.7pp | 74.7%-28.7pp | 68.1%-22.1pp |
| Annual return | 0.29% | 3.42%-3.1pp | 8.27%-8.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,004 | $2,688-62.6% | $3,382-70.3% | $3,022-66.8% |
| Admin fee / account holder | $4 | $461-99.0% | $5,275-99.9% | $592-99.2% |