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| Provider | Service type | Compensation |
|---|---|---|
HELLER PENSION ASSOC., INC.2+ years Filed as: HELLER PENSION ASSOC, INC. Service code 49 1363 ROUTE 9G · HYDE PARK, NY 12538 | Other Services | $10,515 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,487 | $46,732-88.3% | $156,551-96.5% | $55,167-90.1% |
| Participation rate | 62.9% | 65.8%-2.9pp | 84.0%-21.2pp | 69.0%-6.1pp |
| Annual return | 2.84% | 17.72%-14.9pp | 32.23%-29.4pp | 169.23%-166.4pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $200 | $418-52.2% | $13,028-98.5% | $504-60.3% |