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| Provider | Service type | Compensation |
|---|---|---|
MAGII PENSION SERVICES LLC3 years Filed as: MAGII PENSIONSERVICES LLC Service code 13 490 WHEELER RD STE 265 · HAUPPAUGE, NY 117884365 | Contract Administrator | $54,245 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $17,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,041 | $45,119+73.0% | $85,126-8.3% | $74,429+4.9% |
| Participation rate | 63.8% | 49.4%+14.4pp | 67.5%-3.7pp | 67.2%-3.4pp |
| Annual return | 11.37% | 26.28%-14.9pp | 66.63%-55.3pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $3,279 | $1,460+124.5% | $2,731+20.1% | $2,625+24.9% |
| Participant deferral / active EE | $2,902 | $2,738+6.0% | $4,523-35.9% | $4,348-33.3% |
| Admin fee / account holder | $425 | $2,214-80.8% | $6,160-93.1% | $1,944-78.2% |