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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 10 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,982 | $43,550-77.1% | $63,244-84.2% | $52,331-80.9% |
| Participation rate | 45.2% | 65.7%-20.5pp | 71.0%-25.8pp | 68.1%-22.9pp |
| Annual return | 30.65% | 2.03%+28.6pp | -70.31%+101.0pp | 4.54%+26.1pp |
| Employer contribution / active EE | $776 | $1,351-42.6% | $2,322-66.6% | $1,882-58.8% |
| Participant deferral / active EE | $1,159 | $2,254-48.6% | $2,953-60.8% | $3,022-61.6% |
| Admin fee / account holder | $6 | $387-98.5% | $5,893-99.9% | $592-99.0% |