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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.4 years Filed as: HEFREN-TILLOTSON INC Service code 27 308 7TH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $32,353 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,880 |
DUNBAR, BENDER & ZAPF, INC.2 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $6,603 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,796 | $77,670-46.2% | $109,163-61.7% | $79,393-47.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 14.66% | 23.44%-8.8pp | 25.75%-11.1pp | 116.87%-102.2pp |
| Employer contribution / active EE | $3,070 | $2,798+9.7% | $3,723-17.5% | $2,428+26.5% |
| Participant deferral / active EE | $2,935 | $3,518-16.6% | $4,654-36.9% | $4,046-27.5% |
| Admin fee / account holder | $268 | $732-63.4% | $6,754-96.0% | $627-57.2% |