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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,350 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 780 JOHNSON FERRY RD SUITE 375 · ATLANTA, GA 303421436 | Contract Administrator | $975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,919 | $80,753-65.4% | $136,298-79.5% | $62,293-55.2% |
| Participation rate | 21.8% | 73.5%-51.7pp | 81.9%-60.1pp | 69.5%-47.7pp |
| Annual return | 17.20% | 35.83%-18.6pp | 5156.27%-5139.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $73 | $2,884-97.5% | $4,696-98.4% | $2,042-96.4% |
| Participant deferral / active EE | $2,999 | $5,164-41.9% | $6,247-52.0% | $3,169-5.4% |
| Admin fee / account holder | $20 | $525-96.1% | $9,244-99.8% | $479-95.7% |