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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,437 |
LEGACY PROFESSIONALS LLP5+ years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $36,103 |
Filed as: SHEFFIELS TRACKWELL AND RAPP LLC Service code 16 · EIN 27-2581114 | Consulting | $19,370 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,383 | $48,471-16.7% | $182,540-77.9% | $67,579-40.2% |
| Participation rate | 84.6% | 67.2%+17.5pp | 78.0%+6.7pp | 71.3%+13.4pp |
| Annual return | 31.04% | 31.08%0pp | 148.58%-117.5pp | 378.56%-347.5pp |
| Employer contribution / active EE | $3,695 | $1,461+152.9% | $4,076-9.3% | $2,148+72.0% |
| Participant deferral / active EE | $6,454 | $3,324+94.1% | $5,525+16.8% | $3,539+82.4% |
| Admin fee / account holder | $152 | $151+0.7% | $8,593-98.2% | $142+7.0% |