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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1+ years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 15744 SOUTH PEACOCK RD. · HASLETT, MI 48840 | Advisory (Plan) | $47,755 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $24,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,824 | $37,117-27.7% | $147,617-81.8% | $55,191-51.4% |
| Participation rate | 62.6% | 63.6%-1.0pp | 84.6%-22.0pp | 69.2%-6.6pp |
| Annual return | 0.24% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,828 | $1,620+12.8% | $5,564-67.1% | $1,899-3.7% |
| Participant deferral / active EE | $2,726 | $1,985+37.3% | $4,895-44.3% | $3,046-10.5% |
| Admin fee / account holder | $256 | $86+198.8% | $11,612-97.8% | $91+181.7% |