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| Provider | Service type | Compensation |
|---|---|---|
FUSION FAMILY WEALTH, LLC3 years Service code 27 88 FROELICH FARM BLVD · WOODBURY, NY 11797 | Advisory (Plan) | $21,003 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVING CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $11,950 |
WOLF & COMPANY, P.C.3 years Filed as: THE WOLF PENSION GROUP, LLC Service code 13 114 OLD COUNTRY ROAD · MINEOLA, NY 11501 | Contract Administrator | $7,622 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,784 | $160,040+21.7% | $147,096+32.4% | $145,877+33.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 9.90% | 98.49%-88.6pp | 419.75%-409.8pp | 551.28%-541.4pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $8,115 | $15,050-46.1% | $13,005-37.6% | $13,402-39.4% |