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| Provider | Service type | Compensation |
|---|---|---|
WWK ADVISORS, LLC6+ years Service code 27 126 N CENTER STREET · NORTHVILLE, MA 48167 | Advisory (Plan) | $45,685 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 115 SOUTH 84 ST STE 400 · MILWAUKEE, WI 53214 | Accounting | $8,700 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,326 |
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 | $89,410 | $73,638+21.4% | $95,964-6.8% | $73,497+21.7% |
| Participation rate | 98.2% | 76.2%+22.0pp | 77.1%+21.1pp | 70.7%+27.5pp |
| Annual return | 18.98% | 16.78%+2.2pp | 91.64%-72.7pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,534 | $1,863-17.7% | $2,541-39.6% | $2,270-32.4% |
| Participant deferral / active EE | $3,568 | $3,617-1.4% | $4,167-14.4% | $3,740-4.6% |
| Admin fee / account holder | $215 | $482-55.4% | $6,797-96.8% | $513-58.1% |