Filed October 28, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HERITAGE PENSION SERVICES Service code 49 | Other Services | $5,750 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,976 |
Filed as: VOYA RET. INC. & ANNUITY CO. Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,972 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,108 |
Filed as: HERITAGE PENSION SERVICES INC. Service code 49 · EIN 26-1662097 100 CROSSWAYS PARK DRIVE · WOODBURY, NY 11797 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,605 | $47,135-56.3% | $149,717-86.2% | $74,440-72.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 78.8%+21.2pp | 70.7%+29.3pp |
| Annual return | 9.27% | 22.75%-13.5pp | 134.41%-125.1pp | 34.37%-25.1pp |
| Employer contribution / active EE | $3,589 | $1,906+88.3% | $4,820-25.5% | $2,638+36.1% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,682-100.0% | $4,529-100.0% |
| Admin fee / account holder | $11 | $343-96.8% | $13,213-99.9% | $348-96.8% |