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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,545 |
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,538 |
Filed as: HERITAGE ADMINISTRATIVE SERVICES LL Service code 49 · EIN 26-1662097 | Other Services | $1,509 |
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 | $36,686 | $81,248-54.8% | $155,509-76.4% | $80,856-54.6% |
| Participation rate | 76.3% | 66.2%+10.0pp | 78.2%-1.9pp | 67.6%+8.6pp |
| Annual return | 8.29% | 33.31%-25.0pp | 64.67%-56.4pp | 35.59%-27.3pp |
| Employer contribution / active EE | $3,166 | $3,100+2.1% | $4,672-32.2% | $2,755+14.9% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $15 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |