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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KDP RETIREMENT PLAN SERVICES Service code 10 3060 LAKE EASTBROOK BLVD · GRAND RAPIDS, MI 49512 | Accounting | $1,250 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 15 333 S HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $910 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,490 | $64,909-88.5% | $82,312-90.9% | $62,293-88.0% |
| Participation rate | 54.4% | 74.9%-20.4pp | 76.9%-22.5pp | 69.5%-15.1pp |
| Annual return | 63.31% | 21.18%+42.1pp | 25.88%+37.4pp | 28.90%+34.4pp |
| Employer contribution / active EE | $1,077 | $1,676-35.8% | $2,428-55.7% | $2,042-47.3% |
| Participant deferral / active EE | $1,703 | $3,103-45.1% | $3,706-54.1% | $3,169-46.3% |
| Admin fee / account holder | $21 | $440-95.2% | $5,608-99.6% | $479-95.6% |