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| Provider | Service type | Compensation |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.2+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $11,658 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $7,451 |
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 | $40,403 | $46,877-13.8% | $122,354-67.0% | $70,126-42.4% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.74% | 24.22%-9.5pp | 30.28%-15.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,497 | $1,288+16.2% | $4,051-63.0% | $2,343-36.1% |
| Participant deferral / active EE | $2,897 | $2,167+33.7% | $3,287-11.9% | $3,332-13.0% |
| Admin fee / account holder | $139 | $3,324-95.8% | $5,479-97.5% | $4,645-97.0% |