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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,823 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,823 |
Filed as: HERITAGE ADMINISTRATIVE SERVICES LL Service code 49 · EIN 26-1662097 | Other Services | $1,779 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,271 | $61,166-48.9% | $185,837-83.2% | $79,393-60.6% |
| Participation rate | 81.1% | 66.6%+14.5pp | 81.7%-0.6pp | 70.7%+10.4pp |
| Annual return | 7.74% | 19.45%-11.7pp | 122.08%-114.3pp | 116.87%-109.1pp |
| Employer contribution / active EE | $1,837 | $2,321-20.9% | $5,168-64.5% | $2,428-24.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $10 | $710-98.6% | $16,241-99.9% | $627-98.4% |