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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RPS Service code 15 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping | $1,640 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD., SE · GRAND RAPIDS, MI 49512 | Accounting | $1,200 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $19,728 | $65,376-69.8% | $87,104-77.4% | $65,185-69.7% |
| Participation rate | 72.4% | 75.3%-2.9pp | 76.9%-4.5pp | 70.2%+2.2pp |
| Annual return | 27.62% | 31.27%-3.7pp | 28.19%-0.6pp | 29.38%-1.8pp |
| Employer contribution / active EE | $1,201 | $1,822-34.1% | $2,521-52.4% | $2,177-44.8% |
| Participant deferral / active EE | $2,064 | $3,388-39.1% | $4,048-49.0% | $3,514-41.3% |
| Admin fee / account holder | $24 | $520-95.3% | $7,491-99.7% | $847-97.1% |