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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 | $65,072-27.5% | $66,439-29.0% | $65,306-27.8% |
| Participation rate | 53.9% | 69.1%-15.1pp | 74.5%-20.6pp | 57.7%-3.7pp |
| Annual return | 14.78% | 21.50%-6.7pp | 757.66%-742.9pp | 21.94%-7.2pp |
| Employer contribution / active EE | $2,102 | $2,475-15.1% | $2,637-20.3% | $1,967+6.8% |
| Participant deferral / active EE | $3,085 | $3,234-4.6% | $3,876-20.4% | $2,959+4.2% |
| Admin fee / account holder | $230 | $1,323-82.6% | $6,173-96.3% | $3,480-93.4% |