Filed April 30, 2024 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS6+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 · EIN 95-1411037 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $0 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 10 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $0 |
REHMANN ROBSON3 years Filed as: REHMANN FINANCIAL Service code 17 2330 EAST PARIS AVE SE · GRAND RAPIDS, MI 49546 | Pension Consulting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,806 | $70,917-50.9% | $98,916-64.8% | $73,493-52.6% |
| Participation rate | 73.6% | 73.8%-0.2pp | 76.0%-2.4pp | 70.7%+2.9pp |
| Annual return | 19.65% | 34.18%-14.5pp | 196.45%-176.8pp | 28.51%-8.9pp |
| Employer contribution / active EE | $398 | $2,037-80.4% | $2,689-85.2% | $2,270-82.5% |
| Participant deferral / active EE | $1,846 | $3,501-47.3% | $4,245-56.5% | $3,740-50.6% |
| Admin fee / account holder | $164 | $535-69.3% | $6,642-97.5% | $513-68.0% |