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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 10 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $300 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $150 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,901 | $46,072-87.2% | $69,779-91.5% | $55,167-89.3% |
| Participation rate | 66.5% | 67.5%-1.0pp | 71.8%-5.3pp | 69.0%-2.5pp |
| Annual return | 12.52% | 8.68%+3.8pp | 12.99%-0.5pp | 169.23%-156.7pp |
| Employer contribution / active EE | $584 | $1,500-61.1% | $2,338-75.0% | $1,963-70.2% |
| Participant deferral / active EE | $1,104 | $2,344-52.9% | $2,931-62.3% | $3,054-63.9% |
| Admin fee / account holder | $2 | $428-99.5% | $4,381-100.0% | $504-99.6% |