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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 | $55,437+863.7% | $155,534+243.5% | $74,459+617.5% |
| Participation rate | 95.3% | 61.9%+33.5pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 16.77% | 269.58%-252.8pp | 64.92%-48.2pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $22,647 | $2,266+899.4% | $4,675+384.4% | $2,626+762.5% |
| Participant deferral / active EE | $12,128 | $2,837+327.5% | $5,630+115.4% | $4,350+178.8% |
| Admin fee / account holder | $268 | $1,742-84.6% | $15,900-98.3% | $1,945-86.2% |