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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC8+ years Service code 15 · EIN 27-1835823 | Recordkeeping | $16,728 |
BANKPLUS WEALTH MANAGEMENT8+ years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $14,622 |
Filed as: WILLIAMS WEISS HESTER AND CO Service code 10 · EIN 64-0314741 | Accounting | $9,500 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $640,285 | $65,125+883.2% | $143,797+345.3% | $66,949+856.4% |
| Participation rate | 0.0% | 65.2%-65.2pp | 80.3%-80.3pp | 69.8%-69.8pp |
| Annual return | -14.00% | -11.13%-2.9pp | -0.04%-14.0pp | 1.57%-15.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,059 | $2,920-63.7% | $5,638-81.2% | $4,239-75.0% |
| Admin fee / account holder | $13,617 | $503+2608.8% | $14,679-7.2% | $594+2194.0% |