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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $18,431 |
LEGACY ADVISORS LLC2 years Service code 26 · EIN 06-1659806 | Advisory (Participants) | $11,036 |
Filed as: RETIREMENT PLAN SOLUTIONS Service code 15 · EIN 30-0337628 | Recordkeeping | $5,764 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,510 | $42,548-47.1% | $74,551-69.8% | $56,289-60.0% |
| Participation rate | 84.6% | 60.5%+24.1pp | 69.1%+15.5pp | 69.9%+14.8pp |
| Annual return | -5.55% | 12.40%-18.0pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $345 | $855-59.6% | $1,961-82.4% | $2,111-83.7% |
| Participant deferral / active EE | $1,725 | $2,277-24.2% | $3,108-44.5% | $3,350-48.5% |
| Admin fee / account holder | $303 | $467-35.1% | $5,059-94.0% | $521-41.8% |