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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $14,822 |
LEGACY ADVISORS LLC5 years Service code 26 · EIN 06-1659806 | Advisory (Participants) | $9,789 |
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 | $26,477 | $70,418-62.4% | $96,570-72.6% | $85,847-69.2% |
| Participation rate | 85.9% | 61.8%+24.1pp | 69.8%+16.0pp | 69.3%+16.6pp |
| Annual return | 12.94% | 18.59%-5.6pp | 37.79%-24.9pp | 318.61%-305.7pp |
| Employer contribution / active EE | $564 | $1,413-60.1% | $2,357-76.1% | $2,565-78.0% |
| Participant deferral / active EE | $2,784 | $2,894-3.8% | $3,849-27.7% | $3,952-29.6% |
| Admin fee / account holder | $279 | $4,995-94.4% | $6,182-95.5% | $6,261-95.6% |