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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2+ years Service code 17 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Pension Consulting | $19,607 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 333 S. HOPE ST. · LOS ANGELES, CA 90071 | Recordkeeping | $9,655 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC. Service code 10 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Accounting | $7,275 |
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 | $36,621 | $73,638-50.3% | $95,964-61.8% | $73,497-50.2% |
| Participation rate | 93.7% | 76.2%+17.5pp | 77.1%+16.6pp | 70.7%+23.0pp |
| Annual return | 19.02% | 16.78%+2.2pp | 91.64%-72.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $555 | $1,863-70.2% | $2,541-78.2% | $2,270-75.6% |
| Participant deferral / active EE | $3,105 | $3,617-14.1% | $4,167-25.5% | $3,740-17.0% |
| Admin fee / account holder | $142 | $482-70.6% | $6,797-97.9% | $513-72.4% |