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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC3+ years Filed as: HERITAGE ADMINISTRATIVE SVCS, LLC Service code 13 · EIN 26-1662097 100 CROSSWAYS PARK WEST · WOODBURY, NY 11797 | Contract Administrator | $27,205 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,070 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $226,104 | $80,753+180.0% | $136,298+65.9% | $62,293+263.0% |
| Participation rate | 92.9% | 73.5%+19.4pp | 81.9%+11.0pp | 69.5%+23.4pp |
| Annual return | 14.16% | 35.83%-21.7pp | 5156.27%-5142.1pp | 28.90%-14.7pp |
| Employer contribution / active EE | $6,498 | $2,884+125.3% | $4,696+38.4% | $2,042+218.2% |
| Participant deferral / active EE | $7,436 | $5,164+44.0% | $6,247+19.0% | $3,169+134.6% |
| Admin fee / account holder | $21 | $525-96.0% | $9,244-99.8% | $479-95.6% |