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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC7+ years Filed as: HERITAGE PENSION ADVISORS Service code 15 · EIN 81-4903086 | Recordkeeping | $72,577 |
CITRIN COOPERMAN6 years Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 | Accounting | $15,000 |
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 | $26,858 | $46,332-42.0% | $143,797-81.3% | $64,824-58.6% |
| Participation rate | 44.4% | 64.2%-19.8pp | 80.3%-35.9pp | 71.5%-27.0pp |
| Annual return | -12.40% | -10.05%-2.3pp | -0.04%-12.4pp | 32.84%-45.2pp |
| Employer contribution / active EE | $109 | $1,911-94.3% | $4,952-97.8% | $2,507-95.7% |
| Participant deferral / active EE | $1,090 | $2,647-58.8% | $5,638-80.7% | $4,311-74.7% |
| Admin fee / account holder | $251 | $154+63.2% | $14,679-98.3% | $188+33.7% |