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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2+ years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 15744 SOUTH PEACOCK RD. · HASLETT, MI 48840 | Advisory (Plan) | $53,852 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $33,298 |
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 | $29,360 | $36,916-20.5% | $156,551-81.2% | $57,658-49.1% |
| Participation rate | 85.5% | 63.4%+22.1pp | 84.0%+1.5pp | 70.2%+15.3pp |
| Annual return | 8.07% | 12.38%-4.3pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,406 | $1,571+53.2% | $5,501-56.3% | $1,974+21.9% |
| Participant deferral / active EE | $3,540 | $1,926+83.9% | $4,871-27.3% | $3,061+15.7% |
| Admin fee / account holder | $279 | $82+238.3% | $13,028-97.9% | $95+195.2% |