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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL ASSET ADV SERVICES LLC Service code 51 15744 PEACOCK ROAD · HASLETT, MI 48840 | Investment Mgmt Fees | $5,954 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,835 | $86,298-42.3% | $111,308-55.2% | $85,847-41.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 39.13% | 19.99%+19.1pp | 54.67%-15.5pp | 318.61%-279.5pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $60 | $8,189-99.3% | $7,965-99.2% | $6,261-99.0% |