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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC2+ years Filed as: HERITAGE INSTITUTIONAL Service code 27 · EIN 27-2388726 | Advisory (Plan) | $21,487 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $19,291 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,363 | $80,177-59.6% | $123,894-73.9% | $57,658-43.9% |
| Participation rate | 38.1% | 74.4%-36.3pp | 81.4%-43.3pp | 70.2%-32.1pp |
| Annual return | 7.40% | 17.90%-10.5pp | 47.52%-40.1pp | 5.13%+2.3pp |
| Employer contribution / active EE | $612 | $2,913-79.0% | $4,617-86.7% | $1,974-69.0% |
| Participant deferral / active EE | $1,117 | $5,130-78.2% | $5,984-81.3% | $3,061-63.5% |
| Admin fee / account holder | $289 | $106+171.6% | $8,357-96.5% | $95+205.5% |