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| Provider | Service type | Compensation |
|---|---|---|
LEGACY ADMINISTRATION1 year Filed as: LEGACY ADMINISTRATION SERVICES, LLC Service code 20 · EIN 35-2001657 8500 KEYSTONE CROSSING, SUITE 555 · INDIANAPOLIS, IN 46240 | Trustee (individual) | $7,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,737 | $73,404-33.6% | $87,103-44.0% | $67,582-27.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | -6.04% | 48.29%-54.3pp | 28.19%-34.2pp | 378.57%-384.6pp |
| Employer contribution / active EE | $1,488 | $2,014-26.1% | $2,521-41.0% | $2,148-30.7% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,049-100.0% | $3,539-100.0% |
| Admin fee / account holder | $15 | $142-89.7% | $7,491-99.8% | $142-89.7% |