Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HEARTWOOD WEALTH ADVISORS3 years Service code 27 · EIN 46-1418604 | Advisory (Plan) | $84,154 |
Service code 10 · EIN 54-1451026 | Accounting | $20,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $438,962 | $65,125+574.0% | $143,797+205.3% | $66,949+555.7% |
| Participation rate | 95.5% | 65.2%+30.3pp | 80.3%+15.2pp | 69.8%+25.7pp |
| Annual return | -10.31% | -11.13%+0.8pp | -0.04%-10.3pp | 1.57%-11.9pp |
| Employer contribution / active EE | $15,616 | $2,362+561.0% | $4,952+215.3% | $2,545+513.5% |
| Participant deferral / active EE | $8,573 | $2,920+193.6% | $5,638+52.0% | $4,239+102.2% |
| Admin fee / account holder | $759 | $503+51.1% | $14,679-94.8% | $594+27.9% |