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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,445 |
Filed as: LEGACY FINANCIAL ADVISORS CORP Service code 26 · EIN 41-1838186 | Advisory (Participants) | $33,097 |
AMERICAN FUNDS4 years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $23,000 |
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.
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 | $475,256 | $76,642+520.1% | $146,866+223.6% | $65,306+627.7% |
| Participation rate | 97.4% | 61.2%+36.2pp | 82.5%+14.9pp | 57.7%+39.8pp |
| Annual return | 4.88% | 33.40%-28.5pp | 102.85%-98.0pp | 21.94%-17.1pp |
| Employer contribution / active EE | $0 | $2,621-100.0% | $4,425-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $11,908 | $4,864+144.8% | $7,759+53.5% | $2,959+302.4% |
| Admin fee / account holder | $554 | $3,960-86.0% | $13,620-95.9% | $3,480-84.1% |