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| Provider | Service type | Compensation |
|---|---|---|
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $11,539 |
HENDERSON BROS. RET. PLAN SERV.10+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $10,009 |
Filed as: HENDERSON BROTHERS FINANCIAL PTRS Service code 27 · EIN 99-4573857 | Advisory (Plan) | $9,676 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,032 | $65,961-18.1% | $180,320-70.0% | $94,015-42.5% |
| Participation rate | 97.2% | 61.3%+35.9pp | 71.5%+25.6pp | 70.8%+26.4pp |
| Annual return | 13.41% | 14.27%-0.9pp | 778.54%-765.1pp | 17.84%-4.4pp |
| Employer contribution / active EE | $1,994 | $1,737+14.7% | $4,108-51.5% | $2,790-28.5% |
| Participant deferral / active EE | $3,831 | $3,003+27.6% | $4,304-11.0% | $4,249-9.9% |
| Admin fee / account holder | $172 | $4,901-96.5% | $10,000-98.3% | $8,951-98.1% |