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| 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 | $50,812+75.4% | $155,602-42.7% | $77,692+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 | 64.81%-52.5pp | 31.25%-19.0pp |
| Employer contribution / active EE | $3,048 | $1,989+53.3% | $4,675-34.8% | $2,726+11.8% |
| Participant deferral / active EE | $5,124 | $2,822+81.6% | $5,629-9.0% | $4,648+10.2% |
| Admin fee / account holder | $161 | $436-63.1% | $15,923-99.0% | $431-62.6% |