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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAGII PENSION SERVICES Service code 17 490 WHEELER RD STE 265 · HAUPPAUGW, NY 117884365 | Pension Consulting | $22,220 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 · EIN 11-3018002 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $4,070 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,077 | $91,692-68.3% | $67,561-57.0% | $77,714-62.6% |
| Participation rate | 55.7% | 76.0%-20.4pp | 72.9%-17.2pp | 70.6%-14.9pp |
| Annual return | 15.84% | 14.88%+1.0pp | 3525.44%-3509.6pp | 31.26%-15.4pp |
| Employer contribution / active EE | $886 | $3,188-72.2% | $2,735-67.6% | $2,727-67.5% |
| Participant deferral / active EE | $2,645 | $3,912-32.4% | $4,003-33.9% | $4,649-43.1% |
| Admin fee / account holder | $96 | $245-60.6% | $4,006-97.6% | $433-77.7% |