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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $117,151 |
LEGACY PROFESSIONALS LLP8+ years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 · EIN 76-0574055 | Advisory (Plan) | $48,476 |
Filed as: SHEFFIELD TRACKWELL & RAPP, LLC Service code 10 · EIN 27-2581114 | Accounting | $19,600 |
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 | $53,602 | $50,458+6.2% | $160,009-66.5% | $64,819-17.3% |
| Participation rate | 98.6% | 68.0%+30.6pp | 78.0%+20.6pp | 71.5%+27.1pp |
| Annual return | -20.59% | -13.42%-7.2pp | 408.85%-429.4pp | 32.84%-53.4pp |
| Employer contribution / active EE | $5,192 | $1,722+201.5% | $4,225+22.9% | $2,507+107.1% |
| Participant deferral / active EE | $9,105 | $4,004+127.4% | $6,183+47.3% | $4,311+111.2% |
| Admin fee / account holder | $173 | $706-75.6% | $8,715-98.0% | $188-8.1% |