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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC4+ years Filed as: HERITAGE PENSION ADVISORS INC Service code 15 · EIN 81-4903086 | Recordkeeping | $7,531 |
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.
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 | $28,758 | $65,083-55.8% | $143,788-80.0% | $66,930-57.0% |
| Participation rate | 11.4% | 65.2%-53.8pp | 80.3%-68.9pp | 69.8%-58.4pp |
| Annual return | 97.04% | -11.13%+108.2pp | -0.03%+97.1pp | 1.57%+95.5pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $580 | $2,920-80.1% | $5,638-89.7% | $4,238-86.3% |
| Admin fee / account holder | $228 | $502-54.6% | $14,675-98.4% | $593-61.5% |