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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FUSION FAMILY WEALTH, LLC. Service code 27 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Advisory (Plan) | $61,978 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $28,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,029 | $89,652+39.5% | $141,197-11.5% | $65,186+91.8% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.5%+14.0pp | 70.2%+26.2pp |
| Annual return | 20.89% | 32.79%-11.9pp | 71.41%-50.5pp | 29.39%-8.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $11,020 | $5,691+93.6% | $6,710+64.2% | $3,514+213.6% |
| Admin fee / account holder | $312 | $569-45.2% | $10,265-97.0% | $847-63.2% |