Filed July 26, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 27 15744 S PEACOCK RD · HASLETT, MI 48840 | Advisory (Plan) | $44,234 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES Service code 13 6830 COMMERCE CT DR · BLACKLICK, OH 43004 | Contract Administrator | $5,235 |
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 | $118,106 | $81,474+45.0% | $133,971-11.8% | $73,493+60.7% |
| Participation rate | 79.0% | 76.4%+2.7pp | 79.8%-0.8pp | 70.7%+8.3pp |
| Annual return | 13.55% | 19.40%-5.9pp | 45.09%-31.5pp | 28.51%-15.0pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,966 | $3,786+31.2% | $5,047-1.6% | $3,740+32.8% |
| Admin fee / account holder | $220 | $713-69.2% | $8,929-97.5% | $513-57.2% |