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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HERITAGE PENSION SERVICES, INC Service code 15 · EIN 81-4903086 | Recordkeeping | $82,600 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $11,600 |
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.
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 | $45,404 | $52,293-13.2% | $178,499-74.6% | $73,412-38.2% |
| Participation rate | 30.0% | 65.3%-35.3pp | 81.9%-51.9pp | 72.2%-42.1pp |
| Annual return | 13.35% | 34.75%-21.4pp | 151.10%-137.8pp | 59.30%-45.9pp |
| Employer contribution / active EE | $217 | $1,735-87.5% | $5,011-95.7% | $2,234-90.3% |
| Participant deferral / active EE | $1,618 | $2,332-30.6% | $5,202-68.9% | $3,806-57.5% |
| Admin fee / account holder | $335 | $127+163.1% | $13,986-97.6% | $158+112.2% |