Filed October 3, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WWK ADVISORS, LLC1 year Service code 27 126 N CENTER STREET · NORTHVILLE, MI 48167 | Advisory (Plan) | $27,201 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $3,788 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,232 | $74,089-60.5% | $133,975-78.2% | $55,167-47.0% |
| Participation rate | 98.3% | 84.3%+14.1pp | 87.1%+11.3pp | 69.0%+29.4pp |
| Annual return | 8.96% | 12.11%-3.2pp | 29.29%-20.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,469 | $3,064-52.0% | $5,211-71.8% | $1,963-25.1% |
| Participant deferral / active EE | $2,957 | $4,678-36.8% | $6,282-52.9% | $3,054-3.2% |
| Admin fee / account holder | $91 | $458-80.2% | $9,324-99.0% | $504-82.0% |