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| Provider | Service type | Compensation |
|---|---|---|
HEINTZBERGER PAYNE5 years Filed as: HEINTZBERGER PAYNE ADVISORS Service code 26 · EIN 93-1242462 | Advisory (Participants) | $19,842 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,606 |
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 | $113,205 | $73,638+53.7% | $95,964+18.0% | $73,497+54.0% |
| Participation rate | 50.7% | 76.2%-25.4pp | 77.1%-26.4pp | 70.7%-20.0pp |
| Annual return | 15.73% | 16.78%-1.0pp | 91.64%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,972 | $3,617+9.8% | $4,167-4.7% | $3,740+6.2% |
| Admin fee / account holder | $396 | $482-17.8% | $6,797-94.2% | $513-22.8% |