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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $24,094 |
HEIM YOUNG & ASSOCIATES INC2 years Filed as: HYA ADVISORS INC Service code 27 · EIN 43-1717820 | Advisory (Plan) | $22,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,397 | $65,376+32.2% | $87,102-0.8% | $65,185+32.5% |
| Participation rate | 53.3% | 75.3%-22.0pp | 76.9%-23.5pp | 70.2%-16.9pp |
| Annual return | 21.67% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $181 | $1,822-90.1% | $2,521-92.8% | $2,177-91.7% |
| Participant deferral / active EE | $2,879 | $3,388-15.0% | $4,048-28.9% | $3,514-18.1% |
| Admin fee / account holder | $397 | $520-23.5% | $7,491-94.7% | $847-53.1% |