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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC3+ years Filed as: HERITAGE PENSION ADVISORS LLC Service code 15 · EIN 27-1835823 | Recordkeeping | $24,608 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 21 | Bank Trustee | $4,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,516 | $54,390-54.9% | $117,039-79.1% | $69,631-64.8% |
| Participation rate | 62.1% | 58.5%+3.6pp | 77.2%-15.0pp | 70.7%-8.5pp |
| Annual return | 16.58% | 18.33%-1.7pp | 18.95%-2.4pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $3,785-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,369 | $2,076-34.0% | $3,929-65.1% | $3,224-57.5% |
| Admin fee / account holder | $84 | $98-13.8% | $5,974-98.6% | $110-23.7% |