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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC2+ years Filed as: HERITAGE PENSION ADVISORS INC Service code 15 · EIN 81-4903086 | Recordkeeping | $1,998 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,261 | $58,888-84.3% | $178,499-94.8% | $73,493-87.4% |
| Participation rate | 16.4% | 66.2%-49.9pp | 81.9%-65.6pp | 70.7%-54.3pp |
| Annual return | 94.33% | 24.86%+69.5pp | 151.10%-56.8pp | 28.51%+65.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $490 | $2,568-80.9% | $5,202-90.6% | $3,740-86.9% |
| Admin fee / account holder | $77 | $400-80.8% | $13,986-99.5% | $513-85.0% |