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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 10 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $2,200 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,938 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,991 | $53,925-83.3% | $75,501-88.1% | $69,631-87.1% |
| Participation rate | 47.2% | 71.2%-24.0pp | 72.4%-25.2pp | 70.7%-23.5pp |
| Annual return | 19.80% | 17.84%+2.0pp | 27.35%-7.5pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $575 | $1,802-68.1% | $2,352-75.6% | $2,032-71.7% |
| Participant deferral / active EE | $927 | $2,569-63.9% | $3,142-70.5% | $3,224-71.3% |
| Admin fee / account holder | $20 | $97-78.9% | $5,801-99.6% | $110-81.5% |