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| Provider | Service type | Compensation |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.4+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $15,284 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $10,323 |
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 | $44,733 | $48,570-7.9% | $130,660-65.8% | $72,976-38.7% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 4.78% | 38.63%-33.9pp | 1709.29%-1704.5pp | 81.02%-76.2pp |
| Employer contribution / active EE | $1,534 | $1,334+15.0% | $4,092-62.5% | $2,440-37.1% |
| Participant deferral / active EE | $2,913 | $2,384+22.2% | $3,603-19.1% | $3,608-19.2% |
| Admin fee / account holder | $166 | $3,549-95.3% | $5,463-97.0% | $5,124-96.8% |