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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP4 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 26 · EIN 76-0574055 | Advisory (Participants) | $18,094 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $571 |
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 | $42,488 | $82,674-48.6% | $125,381-66.1% | $68,486-38.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.56% | -5.97%-9.6pp | 572.31%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $4,003 | $3,382+18.4% | $4,815-16.9% | $2,597+54.2% |
| Participant deferral / active EE | $9,182 | $6,111+50.3% | $7,448+23.3% | $4,028+128.0% |
| Admin fee / account holder | $303 | $6,277-95.2% | $10,007-97.0% | $5,404-94.4% |