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| Provider | Service type | Compensation |
|---|---|---|
BRINKER CAPITAL5+ years Service code 27 · EIN 23-2829742 | Advisory (Plan) | $20,276 |
HERITAGE PENSION ADVISORS, LLC5+ years Filed as: HERITAGE BUSINESS STRATEGIES Service code 26 210 LASKIN ROAD · VIRGINIA BEACH, VA 23451 | Advisory (Participants) | $12,673 |
Service code 12 · EIN 23-3038464 | Recordkeeping fees; Contract Administ... | $6,085 |
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 | $57,149 | $65,395-12.6% | $182,558-68.7% | $72,976-21.7% |
| Participation rate | 64.0% | 65.4%-1.5pp | 78.0%-14.0pp | 69.5%-5.5pp |
| Annual return | 19.52% | 27.68%-8.2pp | 148.59%-129.1pp | 81.02%-61.5pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,805 | $3,563-21.3% | $5,526-49.2% | $3,608-22.3% |
| Admin fee / account holder | $393 | $4,245-90.7% | $8,594-95.4% | $5,124-92.3% |