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| Provider | Service type | Compensation |
|---|---|---|
WWK ADVISORS, LLC4+ years Service code 27 126 N CENTER STREET · NORTHVILLE, MI 48167 | Advisory (Plan) | $43,192 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $4,349 |
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 | $62,047 | $59,191+4.8% | $76,767-19.2% | $56,289+10.2% |
| Participation rate | 96.9% | 75.2%+21.7pp | 77.0%+20.0pp | 69.9%+27.1pp |
| Annual return | -4.02% | 6.62%-10.6pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,286 | $1,759-26.9% | $2,485-48.2% | $2,111-39.1% |
| Participant deferral / active EE | $3,064 | $3,255-5.9% | $3,852-20.5% | $3,350-8.5% |
| Admin fee / account holder | $180 | $489-63.2% | $6,675-97.3% | $521-65.4% |