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| Provider | Service type | Compensation |
|---|---|---|
HEINTZBERGER PAYNE3 years Filed as: HEINTZBERGER PAYNE ADVISORS Service code 27 · EIN 93-1242462 | Advisory (Plan) | $17,868 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,279 |
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.)
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 | $79,755 | $59,191+34.7% | $76,767+3.9% | $56,289+41.7% |
| Participation rate | 52.3% | 75.2%-22.9pp | 77.0%-24.7pp | 69.9%-17.6pp |
| Annual return | -4.66% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,952 | $3,255+21.4% | $3,852+2.6% | $3,350+18.0% |
| Admin fee / account holder | $320 | $489-34.5% | $6,675-95.2% | $521-38.5% |