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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.5 years Filed as: HEFREN-TILLOTSON INC Service code 27 308 7TH AVENUE · PITTSBURGH, PA 15222 | Advisory (Plan) | $26,552 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,615 |
DUNBAR, BENDER & ZAPF, INC.3 years Filed as: DUNBAR BENDER & ZAPF INC Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $6,566 |
BAIRD FUNDS1 year Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 27 PO BOX 88499 · MILWAUKEE, WI 53288 | Advisory (Plan) | $4,887 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,127 | $64,176-46.8% | $112,249-69.6% | $66,938-49.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.05% | -13.80%-2.3pp | 27.48%-43.5pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,457 | $3,007-18.3% | $3,636-32.4% | $2,545-3.5% |
| Participant deferral / active EE | $3,162 | $3,694-14.4% | $4,729-33.1% | $4,238-25.4% |
| Admin fee / account holder | $277 | $626-55.8% | $6,412-95.7% | $594-53.4% |