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| Provider | Service type | Compensation |
|---|---|---|
LEGACY ADVISORS LLC1 year Filed as: LEGACY ADVISORS Service code 28 · EIN 35-2082411 SUITE 100 · PLYMOUTH MEETING, PA 19462 | Investment Management | $12,462 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $179,823-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 42.1%-42.1pp | 2.1%-2.1pp |
| Annual return | 3.75% | 7.65%-3.9pp | 148.65%-144.9pp | 7.65%-3.9pp |
| Employer contribution / active EE | $8,763 | $20,582-57.4% | $26,844-67.4% | $20,582-57.4% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $63-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,660-100.0% | $193-100.0% |