Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $56,431-4.3% | $130,788-58.7% | $87,485-38.2% |
| Participation rate | 97.2% | 58.9%+38.2pp | 70.1%+27.1pp | 68.9%+28.3pp |
| Annual return | 13.41% | 91.27%-77.9pp | 386.44%-373.0pp | 26.06%-12.7pp |
| Employer contribution / active EE | $1,994 | $1,549+28.7% | $3,558-44.0% | $2,596-23.2% |
| Participant deferral / active EE | $3,831 | $2,749+39.3% | $4,137-7.4% | $4,274-10.4% |
| Admin fee / account holder | $172 | $4,433-96.1% | $6,673-97.4% | $7,775-97.8% |