See peer percentile detail. $4.99 for your first month.
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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,158 | $67,984-30.6% | $65,493-28.0% | $74,304-36.5% |
| Participation rate | 53.9% | 66.3%-12.4pp | 73.1%-19.2pp | 60.3%-6.4pp |
| Annual return | 14.78% | 19.87%-5.1pp | 982.45%-967.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,102 | $2,491-15.6% | $2,574-18.4% | $2,241-6.2% |
| Participant deferral / active EE | $3,085 | $3,346-7.8% | $3,961-22.1% | $3,767-18.1% |
| Admin fee / account holder | $230 | $1,373-83.3% | $5,028-95.4% | $2,969-92.3% |