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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY ASSET MANAGEMENT INC Service code 26 | Advisory (Participants) | $12,837 |
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET0 · BUFFALO, NY 14201 | Recordkeeping | $7,222 |
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 | $29,122 | $89,652-67.5% | $141,191-79.4% | $65,185-55.3% |
| Participation rate | 99.1% | 74.7%+24.3pp | 82.5%+16.6pp | 70.2%+28.9pp |
| Annual return | 26.58% | 32.79%-6.2pp | 71.41%-44.8pp | 29.38%-2.8pp |
| Employer contribution / active EE | $3,393 | $3,065+10.7% | $4,736-28.4% | $2,177+55.9% |
| Participant deferral / active EE | $5,944 | $5,691+4.4% | $6,710-11.4% | $3,514+69.2% |
| Admin fee / account holder | $144 | $569-74.6% | $10,264-98.6% | $847-83.0% |