Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $22,329 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,179 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,835 | $62,177+28.4% | $81,370-1.9% | $74,478+7.2% |
| Participation rate | 62.6% | 64.1%-1.5pp | 69.5%-7.0pp | 67.2%-4.6pp |
| Annual return | 16.38% | 16.62%-0.2pp | 24.85%-8.5pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $2,433 | $1,881+29.4% | $2,464-1.2% | $2,626-7.3% |
| Participant deferral / active EE | $3,954 | $3,219+22.8% | $3,885+1.8% | $4,350-9.1% |
| Admin fee / account holder | $315 | $1,927-83.7% | $5,749-94.5% | $1,946-83.8% |