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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC3+ years Filed as: HERITAGE PENSION ADVISORS Service code 15 · EIN 27-1835823 | Recordkeeping | $26,444 |
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.)
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 | $47,561 | $50,385-5.6% | $75,501-37.0% | $62,293-23.6% |
| Participation rate | 53.2% | 67.7%-14.5pp | 72.4%-19.1pp | 69.5%-16.3pp |
| Annual return | 12.87% | 19.90%-7.0pp | 27.35%-14.5pp | 28.90%-16.0pp |
| Employer contribution / active EE | $147 | $1,537-90.4% | $2,352-93.7% | $2,042-92.8% |
| Participant deferral / active EE | $2,272 | $2,445-7.1% | $3,142-27.7% | $3,169-28.3% |
| Admin fee / account holder | $331 | $384-13.8% | $5,801-94.3% | $479-30.9% |