Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC4+ years Service code 15 · EIN 27-1835823 | Recordkeeping | $18,291 |
BANKPLUS WEALTH MANAGEMENT4+ years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $15,083 |
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.
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 | $9,239 | $47,977-80.7% | $154,108-94.0% | $56,289-83.6% |
| Participation rate | 49.0% | 66.2%-17.2pp | 83.0%-34.0pp | 69.9%-20.8pp |
| Annual return | -6.25% | 3.54%-9.8pp | 735.21%-741.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,040 | $2,392-56.5% | $5,081-79.5% | $3,350-69.0% |
| Admin fee / account holder | $163 | $438-62.8% | $13,411-98.8% | $521-68.7% |