Filed April 6, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LEGACY ADVISORS LLC2 years Filed as: LEGACY ADVISORS, LLC Service code 26 · EIN 06-1659806 | Advisory (Participants) | $40,000 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (gener... | $32,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,453 | $101,672+79.5% | $147,117+24.0% | $74,478+145.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.47% | 8757.83%-8740.4pp | 420.54%-403.1pp | 1370.56%-1353.1pp |
| Employer contribution / active EE | $13,327 | $3,813+249.5% | $4,932+170.2% | $2,626+407.5% |
| Participant deferral / active EE | $13,633 | $7,305+86.6% | $8,065+69.0% | $4,350+213.4% |
| Admin fee / account holder | $327 | $1,753-81.3% | $12,993-97.5% | $1,946-83.2% |