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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 | $55,472+863.1% | $155,567+243.4% | $74,546+616.7% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.2pp | 67.2%+28.1pp |
| Annual return | 16.77% | 268.72%-251.9pp | 64.74%-48.0pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $22,647 | $2,269+898.2% | $4,674+384.5% | $2,624+762.9% |
| Participant deferral / active EE | $12,128 | $2,838+327.4% | $5,628+115.5% | $4,347+179.0% |
| Admin fee / account holder | $268 | $1,743-84.6% | $15,916-98.3% | $1,944-86.2% |