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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 3707 W MAPLE RD · BLOOMFIELD HILLS, MI 48301 | Advisory (Plan) | $43,286 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $26,739 |
16 funds of $250K or more; 22 lines in all, holding $13.6M of the plan's $13.8M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $4.9M | 36.1% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 14.9% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund Recordkeeper's own fund | $1.5M | 10.7% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $740K | 5.4% |
| Investment CO OF America Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $626K | 4.6% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $618K | 4.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $563K | 4.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $504K | 3.7% |
| Smallcap World Fund INC Class R-6 Capital Group · Mutual fund Recordkeeper's own fund | $359K | 2.6% |
| American Funds U.S. Government Money Market Fund Class R-6 Capital Group · Money market Recordkeeper's own fund | $282K | 2.1% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Target Date 2030 Fund to American Funds 2030 Target Date Retirement Fund Class R-6 | $3.9M to $4.9M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.