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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC8+ years Service code 15 · EIN 27-1835823 | Recordkeeping | $20,757 |
BANKPLUS WEALTH MANAGEMENT4 years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $6,021 |
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 | $13,146 | $64,719-79.7% | $112,249-88.3% | $68,486-80.8% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | -15.71% | -11.40%-4.3pp | 27.48%-43.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,000 | $2,747-63.6% | $3,636-72.5% | $2,597-61.5% |
| Participant deferral / active EE | $1,317 | $3,565-63.1% | $4,729-72.1% | $4,028-67.3% |
| Admin fee / account holder | $152 | $5,232-97.1% | $6,412-97.6% | $5,404-97.2% |