Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 | Advisory (Plan) | $11,083 |
LEGACY PROFESSIONALS LLP6 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 26 · EIN 76-0574055 | Advisory (Participants) | $10,249 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $160 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,898 | $102,382-35.6% | $147,005-55.2% | $80,874-18.5% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.2%+15.2pp | 67.6%+29.7pp |
| Annual return | 12.81% | 134.89%-122.1pp | 418.76%-406.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $3,730 | $3,715+0.4% | $4,934-24.4% | $2,756+35.3% |
| Participant deferral / active EE | $9,671 | $6,646+45.5% | $8,070+19.8% | $4,297+125.1% |
| Admin fee / account holder | $358 | $7,942-95.5% | $13,006-97.2% | $6,935-94.8% |