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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $78,913 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $40,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,750 | $62,688+20.8% | $178,528-57.6% | $77,714-2.5% |
| Participation rate | 70.9% | 66.9%+4.0pp | 77.1%-6.2pp | 70.6%+0.3pp |
| Annual return | 15.12% | 16.16%-1.0pp | 27.11%-12.0pp | 31.26%-16.1pp |
| Employer contribution / active EE | $2,535 | $1,912+32.6% | $3,950-35.8% | $2,727-7.0% |
| Participant deferral / active EE | $4,562 | $4,224+8.0% | $6,278-27.3% | $4,649-1.9% |
| Admin fee / account holder | $284 | $386-26.5% | $10,419-97.3% | $433-34.4% |