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| Provider | Service type | Compensation |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.1+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $10,891 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $5,886 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,820 | $41,377-11.0% | $109,313-66.3% | $62,881-41.4% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -0.24% | 11.05%-11.3pp | 22.07%-22.3pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,641 | $1,276+28.6% | $3,892-57.8% | $2,281-28.1% |
| Participant deferral / active EE | $3,272 | $2,045+60.0% | $3,166+3.3% | $3,203+2.2% |
| Admin fee / account holder | $135 | $2,884-95.3% | $5,666-97.6% | $4,296-96.9% |