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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,440 |
LEGACY ADVISORS LLC6 years Service code 27 · EIN 06-1659806 | Advisory (Plan) | $28,372 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,234 | $54,717+17.4% | $86,216-25.5% | $71,511-10.2% |
| Participation rate | 86.2% | 60.1%+26.1pp | 69.0%+17.2pp | 67.9%+18.3pp |
| Annual return | 13.21% | 20.07%-6.9pp | 1169.42%-1156.2pp | 28.86%-15.6pp |
| Employer contribution / active EE | $2 | $1,267-99.8% | $2,382-99.9% | $2,589-99.9% |
| Participant deferral / active EE | $4,709 | $3,110+51.4% | $3,986+18.1% | $4,291+9.7% |
| Admin fee / account holder | $340 | $1,922-82.3% | $6,853-95.0% | $1,588-78.6% |