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| Provider | Service type | Compensation |
|---|---|---|
HEINTZBERGER PAYNE4 years Filed as: HEINTZBERGER PAYNE ADVISORS Service code 26 · EIN 93-1242462 | Advisory (Participants) | $18,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,766 |
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 | $98,874 | $65,378+51.2% | $87,103+13.5% | $65,186+51.7% |
| Participation rate | 51.5% | 75.3%-23.8pp | 76.9%-25.4pp | 70.2%-18.7pp |
| Annual return | 22.37% | 31.28%-8.9pp | 28.19%-5.8pp | 29.39%-7.0pp |
| Employer contribution / active EE | $0 | $1,823-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,283 | $3,389+26.4% | $4,049+5.8% | $3,514+21.9% |
| Admin fee / account holder | $356 | $520-31.6% | $7,491-95.3% | $847-58.0% |