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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,460 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD., SE · GRAND RAPIDS, MI 49512 | Accounting | $800 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $10,235 | $60,165-83.0% | $74,184-86.2% | $55,167-81.4% |
| Participation rate | 72.4% | 74.2%-1.7pp | 76.6%-4.2pp | 69.0%+3.4pp |
| Annual return | 13.91% | 10.00%+3.9pp | 17.74%-3.8pp | 169.23%-155.3pp |
| Employer contribution / active EE | $1,138 | $1,600-28.9% | $2,370-52.0% | $1,963-42.0% |
| Participant deferral / active EE | $1,600 | $2,973-46.2% | $3,550-54.9% | $3,054-47.6% |
| Admin fee / account holder | $23 | $419-94.5% | $5,586-99.6% | $504-95.4% |