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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 71-0294708 | Recordkeeping | $108,329 |
Filed as: LEGACY FINANCIAL ADVISORS Service code 99 · EIN 20-4972254 | Other Fees | $37,109 |
TRIAD ADVISORS INC2 years Filed as: TRIAD INS INC Service code 55 5155 PEACHTREE PKWY STE 280 · NORCROSS, GA 30092 | Other Commissions | $13,616 |
Filed as: BARNES DENNIG Service code 99 · EIN 22-1815720 | Other Fees | $10,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,616 | $65,453+35.4% | $86,691+2.2% | $66,930+32.4% |
| Participation rate | 95.1% | 75.5%+19.7pp | 76.6%+18.6pp | 69.8%+25.3pp |
| Annual return | -27.48% | -10.89%-16.6pp | 35.94%-63.4pp | 1.57%-29.1pp |
| Employer contribution / active EE | $4,267 | $2,154+98.1% | $2,837+50.4% | $2,545+67.7% |
| Participant deferral / active EE | $10,022 | $4,102+144.3% | $4,656+115.2% | $4,238+136.5% |
| Admin fee / account holder | $365 | $642-43.2% | $7,492-95.1% | $593-38.6% |