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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY ASSET MANAGEMENT, INC. Service code 26 · EIN 76-0574055 | Advisory (Participants) | $10,100 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,556 | $76,551-67.9% | $123,894-80.2% | $62,881-60.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.92% | 18.68%-9.8pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,976 | $2,882+3.2% | $4,617-35.5% | $2,281+30.5% |
| Participant deferral / active EE | $4,284 | $4,840-11.5% | $5,984-28.4% | $3,203+33.7% |
| Admin fee / account holder | $132 | $4,826-97.3% | $8,357-98.4% | $4,296-96.9% |