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| Provider | Service type | Compensation |
|---|---|---|
HEARTWOOD WEALTH ADVISORS5 years Service code 27 · EIN 46-1418604 | Advisory (Plan) | $120,793 |
Service code 10 · EIN 54-1451026 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$85,148 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $534,266 | $55,470+863.2% | $155,556+243.5% | $74,478+617.3% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 16.77% | 269.80%-253.0pp | 64.84%-48.1pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $22,647 | $2,267+899.1% | $4,675+384.4% | $2,626+762.3% |
| Participant deferral / active EE | $12,128 | $2,838+327.4% | $5,631+115.4% | $4,350+178.8% |
| Admin fee / account holder | $268 | $1,744-84.6% | $15,885-98.3% | $1,946-86.2% |