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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HERITAGE ADMINISTRATIVE SERVICES LL Service code 49 · EIN 26-1662097 | Other Services | $1,899 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,809 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,809 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,410 | $77,899-57.1% | $149,673-77.7% | $75,163-55.5% |
| Participation rate | 65.0% | 65.6%-0.6pp | 78.8%-13.8pp | 67.2%-2.2pp |
| Annual return | 12.13% | 31.72%-19.6pp | 134.42%-122.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,785 | $3,137-11.2% | $4,818-42.2% | $2,670+4.3% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,680-100.0% | $4,125-100.0% |
| Admin fee / account holder | $19 | $5,956-99.7% | $13,210-99.9% | $5,651-99.7% |