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| 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 | $102,429-35.7% | $147,096-55.2% | $80,925-18.6% |
| Participation rate | 97.3% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 12.81% | 135.02%-122.2pp | 419.75%-406.9pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,730 | $3,716+0.4% | $4,936-24.4% | $2,756+35.3% |
| Participant deferral / active EE | $9,671 | $6,649+45.5% | $8,071+19.8% | $4,299+125.0% |
| Admin fee / account holder | $358 | $7,957-95.5% | $13,005-97.2% | $6,940-94.8% |