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| Provider | Service type | Compensation |
|---|---|---|
FUSION FAMILY WEALTH, LLC7+ years Service code 27 88 FROEHLICH BLVD · WOODBURY, NY 11797 | Advisory (Plan) | $78,117 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $26,934 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,865 | $104,479+73.1% | $159,474+13.4% | $79,391+127.8% |
| Participation rate | 89.8% | 76.6%+13.2pp | 82.8%+7.0pp | 70.7%+19.1pp |
| Annual return | 12.88% | 67.98%-55.1pp | 263.68%-250.8pp | 116.88%-104.0pp |
| Employer contribution / active EE | $11,613 | $3,417+239.9% | $4,831+140.4% | $2,428+378.3% |
| Participant deferral / active EE | $86 | $6,468-98.7% | $7,353-98.8% | $4,046-97.9% |
| Admin fee / account holder | $386 | $711-45.7% | $10,802-96.4% | $627-38.4% |