Filed April 30, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1 year Filed as: REHMANN FINANCIAL Service code 17 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Pension Consulting | $12,796 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 10 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $660 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-1411037 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $375 |
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,122 | $58,093-61.9% | $80,022-72.4% | $56,287-60.7% |
| Participation rate | 75.6% | 73.6%+1.9pp | 75.8%-0.3pp | 69.9%+5.7pp |
| Annual return | -6.16% | 34.63%-40.8pp | 11.22%-17.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $318 | $1,933-83.6% | $2,468-87.1% | $2,111-85.0% |
| Participant deferral / active EE | $1,560 | $3,136-50.3% | $3,686-57.7% | $3,350-53.4% |
| Admin fee / account holder | $7 | $623-98.9% | $6,521-99.9% | $521-98.7% |