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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CAPITAL ASSET ADVISORY SERVICES LLC Service code 26 · EIN 03-8350075 15744 SOUTH PEACOCK ROAD · HASLETT, MI 48840 | Advisory (Participants) | $25,000 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,744 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $9,195 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,129 | $50,902+75.1% | $155,534-42.7% | $77,736+14.7% |
| Participation rate | 88.1% | 63.1%+25.0pp | 78.2%+9.9pp | 70.6%+17.5pp |
| Annual return | 12.28% | 34.85%-22.6pp | 64.92%-52.6pp | 31.26%-19.0pp |
| Employer contribution / active EE | $3,048 | $1,991+53.1% | $4,675-34.8% | $2,728+11.8% |
| Participant deferral / active EE | $5,124 | $2,824+81.4% | $5,630-9.0% | $4,651+10.2% |
| Admin fee / account holder | $161 | $437-63.2% | $15,900-99.0% | $433-62.9% |