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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,822 |
Service code 27 3707 W MAPLE RD · BLOOMFIELD, MI 48301 | Advisory (Plan) | $15,807 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,549 | $59,584-47.1% | $86,625-63.6% | $79,389-60.3% |
| Participation rate | 97.5% | 67.7%+29.9pp | 71.6%+25.9pp | 70.7%+26.8pp |
| Annual return | 13.07% | 23.15%-10.1pp | 63.52%-50.5pp | 116.89%-103.8pp |
| Employer contribution / active EE | $3,036 | $1,768+71.7% | $2,496+21.6% | $2,428+25.0% |
| Participant deferral / active EE | $4,240 | $3,036+39.6% | $3,700+14.6% | $4,046+4.8% |
| Admin fee / account holder | $114 | $604-81.2% | $5,830-98.1% | $626-81.9% |