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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $9,000 |
QUORUM CONSULTING GROUP2 years Service code 13 · EIN 37-1331544 | Contract Administrator | $7,542 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $379,463 | $48,284+685.9% | $67,524+462.0% | $80,911+369.0% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.6%+31.2pp |
| Annual return | 14.38% | 18.27%-3.9pp | 3519.41%-3505.0pp | 35.63%-21.3pp |
| Employer contribution / active EE | $16,229 | $2,021+702.8% | $2,734+493.6% | $2,756+488.9% |
| Participant deferral / active EE | $2,989 | $2,927+2.1% | $4,001-25.3% | $4,297-30.4% |
| Admin fee / account holder | $243 | $3,688-93.4% | $4,001-93.9% | $6,935-96.5% |