Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HEINTZBERGER PAYNE2+ years Filed as: HEINTZBERGER PAYNE & COMPANY LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $4,105 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,367 | $46,732-17.9% | $156,551-75.5% | $55,167-30.5% |
| Participation rate | 66.7% | 65.8%+0.9pp | 84.0%-17.3pp | 69.0%-2.3pp |
| Annual return | 8.03% | 17.72%-9.7pp | 32.23%-24.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,208 | $2,105-42.6% | $5,501-78.0% | $1,963-38.4% |
| Participant deferral / active EE | $2,974 | $2,204+34.9% | $4,871-38.9% | $3,054-2.6% |
| Admin fee / account holder | $21 | $418-95.0% | $13,028-99.8% | $504-95.8% |