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| Provider | Service type | Compensation |
|---|---|---|
HEINTZBERGER PAYNE3+ years Filed as: HEINTZBERGER PAYNE & COMPANY LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $11,696 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,297 | $55,453-21.9% | $170,435-74.6% | $62,293-30.5% |
| Participation rate | 71.3% | 66.4%+4.9pp | 83.6%-12.3pp | 69.5%+1.8pp |
| Annual return | 17.31% | 21.38%-4.1pp | 205.94%-188.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $1,333 | $2,164-38.4% | $5,432-75.5% | $2,042-34.7% |
| Participant deferral / active EE | $2,875 | $2,303+24.9% | $4,939-41.8% | $3,169-9.3% |
| Admin fee / account holder | $87 | $455-80.9% | $13,881-99.4% | $479-81.9% |