Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEGACY ADVISORS LLC3 years Filed as: LEGACY ADVISORS Service code 26 401 PLYMOUTH ROAD · PLYMOUTH MEETING, PA 19462 | Advisory (Participants) | $24,777 |
Filed as: JOHN HANCOCK LIFE INS. CO. U.S.A. Service code 15 · EIN 01-0233346 | Recordkeeping | $1,074 |
Filed as: THE PARAGON ALLIANCE GROUP, LLC Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,056 | $56,918+24.8% | $182,540-61.1% | $65,185+9.0% |
| Participation rate | 47.8% | 66.5%-18.6pp | 78.0%-30.1pp | 70.2%-22.4pp |
| Annual return | 18.55% | 27.67%-9.1pp | 148.58%-130.0pp | 29.38%-10.8pp |
| Employer contribution / active EE | $489 | $1,615-69.7% | $4,076-88.0% | $2,177-77.5% |
| Participant deferral / active EE | $2,743 | $3,526-22.2% | $5,525-50.4% | $3,514-22.0% |
| Admin fee / account holder | $41 | $531-92.2% | $8,593-99.5% | $847-95.1% |