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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL ASSET ADV SERVICES LLC Service code 51 15744 PEACOCK ROAD · HASLETT, MI 48840 | Investment Mgmt Fees | $8,282 |
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 | $53,267 | $71,873-25.9% | $86,698-38.6% | $68,490-22.2% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 8.35% | 3.54%+4.8pp | 35.96%-27.6pp | -7.85%+16.2pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $88 | $6,110-98.6% | $7,492-98.8% | $5,403-98.4% |