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| Provider | Service type | Compensation |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC8+ years Filed as: HERITAGE PENSION ADVISORS Service code 15 · EIN 81-4903086 | Recordkeeping | $69,758 |
CITRIN COOPERMAN7 years Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 | Accounting | $19,740 |
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 | $28,057 | $47,180-40.5% | $149,723-81.3% | $74,473-62.3% |
| Participation rate | 46.1% | 63.4%-17.3pp | 78.8%-32.7pp | 70.7%-24.6pp |
| Annual return | 13.72% | 22.75%-9.0pp | 134.50%-120.8pp | 34.36%-20.6pp |
| Employer contribution / active EE | $105 | $1,907-94.5% | $4,821-97.8% | $2,638-96.0% |
| Participant deferral / active EE | $1,050 | $2,730-61.5% | $5,682-81.5% | $4,530-76.8% |
| Admin fee / account holder | $246 | $343-28.4% | $13,215-98.1% | $347-29.2% |