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| Provider | Service type | Compensation |
|---|---|---|
HELLER PENSION ASSOC., INC.1+ years Filed as: HELLER PENSION ASSOC, INC. Service code 49 1363 ROUTE 9G · HYDE PARK, NY 12538 | Other Services | $10,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $4,447 | $46,360-90.4% | $147,617-97.0% | $52,331-91.5% |
| Participation rate | 62.1% | 64.9%-2.9pp | 84.6%-22.6pp | 68.1%-6.0pp |
| Annual return | -0.34% | 1.62%-2.0pp | 61.98%-62.3pp | 4.54%-4.9pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $766-99.8% | $11,612-100.0% | $592-99.8% |