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| Provider | Service type | Compensation |
|---|---|---|
WWK ADVISORS, LLC2+ years Service code 27 126 N CENTER STREET · NORTHVIEW, MI 48167 | Advisory (Plan) | $42,204 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $8,731 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,872 | $60,165-7.1% | $74,184-24.7% | $55,167+1.3% |
| Participation rate | 95.2% | 74.2%+21.0pp | 76.6%+18.5pp | 69.0%+26.2pp |
| Annual return | 13.81% | 10.00%+3.8pp | 17.74%-3.9pp | 169.23%-155.4pp |
| Employer contribution / active EE | $1,170 | $1,600-26.8% | $2,370-50.6% | $1,963-40.4% |
| Participant deferral / active EE | $2,771 | $2,973-6.8% | $3,550-21.9% | $3,054-9.3% |
| Admin fee / account holder | $194 | $419-53.6% | $5,586-96.5% | $504-61.4% |