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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1+ years Service code 17 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Pension Consulting | $19,618 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 S. HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping | $9,985 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 10 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $4,725 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,253 | $73,404-64.2% | $87,103-69.9% | $67,582-61.2% |
| Participation rate | 90.7% | 80.9%+9.8pp | 76.9%+13.8pp | 71.3%+19.4pp |
| Annual return | 22.73% | 48.29%-25.6pp | 28.19%-5.5pp | 378.57%-355.8pp |
| Employer contribution / active EE | $964 | $2,014-52.1% | $2,521-61.8% | $2,148-55.1% |
| Participant deferral / active EE | $2,415 | $3,913-38.3% | $4,049-40.3% | $3,539-31.8% |
| Admin fee / account holder | $108 | $142-24.0% | $7,491-98.6% | $142-24.4% |