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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT ADVANTAGE, INC.3 years Service code 10 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Accounting | $4,050 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT SERVICES Service code 15 · EIN 95-6817943 | Recordkeeping | $1,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,529 | $81,276-18.1% | $155,574-57.2% | $80,925-17.8% |
| Participation rate | 34.4% | 66.2%-31.9pp | 78.2%-43.8pp | 67.7%-33.3pp |
| Annual return | 12.06% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $1,997 | $3,103-35.6% | $4,676-57.3% | $2,756-27.5% |
| Participant deferral / active EE | $6,352 | $3,453+84.0% | $5,629+12.8% | $4,299+47.8% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |