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| Provider | Service type | Compensation |
|---|---|---|
WWK ADVISORS, LLC5+ years Service code 27 126 N CENTER STREET · NORTHVILLE, MI 48167 | Advisory (Plan) | $44,367 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY IRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $8,700 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,132 |
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 | $78,599 | $65,376+20.2% | $87,104-9.8% | $65,185+20.6% |
| Participation rate | 95.3% | 75.3%+20.0pp | 76.9%+18.4pp | 70.2%+25.1pp |
| Annual return | 21.89% | 31.27%-9.4pp | 28.19%-6.3pp | 29.38%-7.5pp |
| Employer contribution / active EE | $1,322 | $1,822-27.5% | $2,521-47.6% | $2,177-39.3% |
| Participant deferral / active EE | $3,134 | $3,388-7.5% | $4,048-22.6% | $3,514-10.8% |
| Admin fee / account holder | $225 | $520-56.8% | $7,491-97.0% | $847-73.5% |