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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $4,385 |
Filed as: KDP RETIREMENT PLAN SERVICES INC. Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $1,200 |
6 funds of $250K or more; 18 lines in all, holding $4.1M of the plan's $4.1M. From the 2024 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 92% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.8M | 92.2% |
| American Balanced Fund Capital Group · Mutual fund Recordkeeper's own fund | $61K | 1.5% |
| American Mutual Growth Fund of America Capital Group · Mutual fund Recordkeeper's own fund | $53K | 1.3% |
| American Mutual Fund Capital Group · Mutual fund Recordkeeper's own fund | $52K | 1.3% |
| American Funds Fundamental Investors Capital Group · Mutual fund Recordkeeper's own fund | $41K | 1.0% |
| Washington Mutual Investors Fund Capital Group · Mutual fund Recordkeeper's own fund | $39K | 0.9% |
| Bond Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $14K | 0.3% |
| American Mutual Income Fund of America Capital Group · Mutual fund Recordkeeper's own fund | $12K | 0.3% |
| American Funds Moderate Growth and Income Portfolio Capital Group · Mutual fund Recordkeeper's own fund | $10K | 0.3% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $9K | 0.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.