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 PAYNE1 year Filed as: HEINTZBERGER PAYNE ADVISORS Service code 27 · EIN 93-1242462 | Advisory (Plan) | $13,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,545 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,968 | $60,165+9.6% | $74,184-11.1% | $55,167+19.6% |
| Participation rate | 59.5% | 74.2%-14.6pp | 76.6%-17.1pp | 69.0%-9.5pp |
| Annual return | 6.86% | 10.00%-3.1pp | 17.74%-10.9pp | 169.23%-162.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,702 | $2,973+24.6% | $3,550+4.3% | $3,054+21.2% |
| Admin fee / account holder | $180 | $419-57.1% | $5,586-96.8% | $504-64.3% |