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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $16,560 |
LEGACY ADVISORS LLC7 years Service code 26 · EIN 06-1659806 | Advisory (Participants) | $10,955 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,822 | $54,729-47.3% | $86,235-66.6% | $71,529-59.7% |
| Participation rate | 85.1% | 60.1%+25.0pp | 69.0%+16.2pp | 67.9%+17.2pp |
| Annual return | 16.23% | 20.07%-3.8pp | 1170.03%-1153.8pp | 28.97%-12.7pp |
| Employer contribution / active EE | $566 | $1,267-55.4% | $2,381-76.2% | $2,590-78.2% |
| Participant deferral / active EE | $2,828 | $3,110-9.1% | $3,987-29.1% | $4,291-34.1% |
| Admin fee / account holder | $292 | $1,921-84.8% | $6,856-95.7% | $1,588-81.6% |