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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC6+ years Service code 15 · EIN 27-1835823 | Recordkeeping | $20,782 |
BANKPLUS WEALTH MANAGEMENT2 years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $5,424 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,788 | $69,383-84.5% | $101,271-89.3% | $73,493-85.3% |
| Participation rate | 48.5% | 68.4%-19.9pp | 75.8%-27.4pp | 70.7%-22.2pp |
| Annual return | 14.78% | 18.46%-3.7pp | 46.48%-31.7pp | 28.51%-13.7pp |
| Employer contribution / active EE | $722 | $2,628-72.5% | $3,660-80.3% | $2,270-68.2% |
| Participant deferral / active EE | $828 | $3,301-74.9% | $4,371-81.1% | $3,740-77.9% |
| Admin fee / account holder | $111 | $704-84.2% | $5,948-98.1% | $513-78.4% |