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| Provider | Service type | Compensation |
|---|---|---|
WWK ADVISORS, LLC1+ years Service code 27 126 N CENTER STREET · NORTHVILLE, MI 48167 | Advisory (Plan) | $47,402 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $6,212 |
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 | $42,007 | $72,770-42.3% | $67,652-37.9% | $55,191-23.9% |
| Participation rate | 95.2% | 78.8%+16.5pp | 75.7%+19.6pp | 69.2%+26.1pp |
| Annual return | -0.38% | -3.26%+2.9pp | 6625.40%-6625.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $1,208 | $1,769-31.7% | $2,266-46.7% | $1,899-36.4% |
| Participant deferral / active EE | $2,777 | $3,408-18.5% | $3,560-22.0% | $3,046-8.9% |
| Admin fee / account holder | $149 | $79+88.4% | $4,821-96.9% | $91+63.6% |