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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL3+ years Service code 27 · EIN 23-2829742 | Advisory (Plan) | $27,617 |
HERITAGE PENSION ADVISORS, LLC3+ years Filed as: HERITAGE BUSINESS STRATEGIES Service code 26 210 LASKIN ROAD · VIRGINIA BEACH, VA 23451 | Advisory (Participants) | $17,261 |
Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $7,673 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,142 | $62,672-35.9% | $185,117-78.3% | $70,126-42.8% |
| Participation rate | 87.9% | 63.8%+24.1pp | 77.3%+10.6pp | 69.5%+18.4pp |
| Annual return | 11.69% | 40.79%-29.1pp | 40.50%-28.8pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,509 | $3,272-23.3% | $5,045-50.3% | $3,332-24.7% |
| Admin fee / account holder | $360 | $3,932-90.8% | $8,159-95.6% | $4,645-92.2% |