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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC1+ years Filed as: HERITAGE PENSION ADVISORS LLC Service code 15 · EIN 27-1835823 | Recordkeeping | $20,804 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 | Bank Trustee | $5,444 |
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 | $17,557 | $41,317-57.5% | $85,969-79.6% | $55,191-68.2% |
| Participation rate | 83.0% | 54.5%+28.6pp | 76.5%+6.5pp | 69.2%+13.9pp |
| Annual return | -0.85% | 3.93%-4.8pp | 9.32%-10.2pp | 10.78%-11.6pp |
| Employer contribution / active EE | $0 | $1,198-100.0% | $3,474-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,584 | $1,914-17.2% | $3,829-58.6% | $3,046-48.0% |
| Admin fee / account holder | $68 | $97-30.1% | $6,053-98.9% | $91-25.3% |