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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HERITAGE PENSION ADISORS Service code 15 · EIN 81-4903086 66 COMMACK RD. · COMMACK, NY 11725 | Recordkeeping | $58,630 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORK LLC Service code 27 · EIN 95-3845382 2301 ROSECRANS AVE #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $58,396 |
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 | $30,502 | $45,022-32.3% | $85,240-64.2% | $200,096-84.8% |
| Participation rate | 82.6% | 45.8%+36.8pp | 67.5%+15.1pp | 72.0%+10.6pp |
| Annual return | 19.08% | 21.00%-1.9pp | 66.75%-47.7pp | 34.26%-15.2pp |
| Employer contribution / active EE | $2,601 | $1,374+89.2% | $2,735-4.9% | $3,038-14.4% |
| Participant deferral / active EE | $5,294 | $2,682+97.4% | $4,527+16.9% | $5,090+4.0% |
| Admin fee / account holder | $100 | $585-83.0% | $6,165-98.4% | $269-63.0% |