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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 | $52,353+3.2% | $120,225-55.1% | $82,448-34.5% |
| Participation rate | 97.2% | 58.3%+38.9pp | 69.6%+27.6pp | 68.1%+29.1pp |
| Annual return | 13.41% | 61.85%-48.4pp | 439.23%-425.8pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,994 | $1,510+32.0% | $3,475-42.6% | $2,551-21.9% |
| Participant deferral / active EE | $3,831 | $2,627+45.8% | $3,999-4.2% | $4,139-7.5% |
| Admin fee / account holder | $172 | $4,363-96.1% | $5,696-97.0% | $7,234-97.6% |