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, LLC7+ years Filed as: HERITAGE INSTITUTIONAL Service code 27 · EIN 27-2388726 | Advisory (Plan) | $51,580 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $49,750 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, N.A. Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,260 | $121,341+27.1% | $189,545-18.6% | $79,389+94.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.77% | 21.08%-6.3pp | 555.36%-540.6pp | 116.89%-102.1pp |
| Employer contribution / active EE | $5,166 | $3,915+32.0% | $6,162-16.2% | $2,428+112.8% |
| Participant deferral / active EE | $6,039 | $6,395-5.6% | $8,220-26.5% | $4,046+49.3% |
| Admin fee / account holder | $605 | $651-7.1% | $12,049-95.0% | $626-3.4% |