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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $16,942 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SVCS Service code 27 4250 VETERANS MEMORIAL HWY · HOLBROOK, NY 11741 | Advisory (Plan) | $15,912 |
MAGII PENSION SERVICES LLC6 years Filed as: MAGII PENSION SERVICES Service code 13 490 WHEELER RD STE 265 · HAUPPAUGE, NY 117884365 | Contract Administrator | $8,382 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $7,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,158 | $65,084-27.5% | $67,681-30.3% | $64,340-26.7% |
| Participation rate | 53.9% | 66.7%-12.8pp | 73.7%-19.8pp | 55.2%-1.3pp |
| Annual return | 14.78% | 20.50%-5.7pp | 590.58%-575.8pp | 24.14%-9.4pp |
| Employer contribution / active EE | $2,102 | $2,398-12.4% | $2,678-21.5% | $1,862+12.9% |
| Participant deferral / active EE | $3,085 | $3,210-3.9% | $3,976-22.4% | $2,980+3.5% |
| Admin fee / account holder | $230 | $1,415-83.8% | $6,100-96.2% | $3,703-93.8% |