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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC6+ years Filed as: HERITAGE PENSION ADVISORS Service code 15 · EIN 81-4903086 | Recordkeeping | $76,177 |
CITRIN COOPERMAN5 years Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 | Accounting | $13,810 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,835 | $56,540-43.7% | $185,851-82.9% | $86,821-63.3% |
| Participation rate | 32.8% | 65.5%-32.7pp | 81.7%-48.9pp | 72.3%-39.5pp |
| Annual return | 12.78% | 118.20%-105.4pp | 122.11%-109.3pp | 97.94%-85.2pp |
| Employer contribution / active EE | $112 | $1,844-93.9% | $5,168-97.8% | $2,406-95.4% |
| Participant deferral / active EE | $1,114 | $2,555-56.4% | $5,569-80.0% | $4,132-73.0% |
| Admin fee / account holder | $262 | $150+75.0% | $16,245-98.4% | $170+54.5% |