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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,728 |
LEGACY ADVISORS LLC4 years Service code 26 · EIN 06-1659806 | Advisory (Participants) | $10,326 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,027 | $54,573-63.3% | $90,970-78.0% | $73,497-72.8% |
| Participation rate | 90.8% | 61.2%+29.7pp | 69.0%+21.8pp | 70.7%+20.1pp |
| Annual return | 10.66% | 16.69%-6.0pp | 134.60%-123.9pp | 28.51%-17.9pp |
| Employer contribution / active EE | $418 | $991-57.8% | $2,122-80.3% | $2,270-81.6% |
| Participant deferral / active EE | $2,067 | $2,517-17.9% | $3,373-38.7% | $3,740-44.7% |
| Admin fee / account holder | $258 | $521-50.6% | $5,961-95.7% | $513-49.8% |