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| Provider | Service type | Compensation |
|---|---|---|
WWK ADVISORS, LLC3+ years Service code 27 126 N CENTER STREET · NORTHVILLE, MI 48167 | Advisory (Plan) | $45,687 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,401 |
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 | $67,688 | $64,909+4.3% | $82,312-17.8% | $62,293+8.7% |
| Participation rate | 92.3% | 74.9%+17.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 18.06% | 21.18%-3.1pp | 25.88%-7.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,057 | $1,676-36.9% | $2,428-56.5% | $2,042-48.2% |
| Participant deferral / active EE | $2,813 | $3,103-9.3% | $3,706-24.1% | $3,169-11.2% |
| Admin fee / account holder | $197 | $440-55.1% | $5,608-96.5% | $479-58.9% |