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| Provider | Service type | Compensation |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.6+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $17,523 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $11,877 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,293 | $58,726-14.4% | $142,898-64.8% | $85,847-41.4% |
| Participation rate | 97.9% | 58.5%+39.4pp | 72.0%+25.9pp | 69.3%+28.6pp |
| Annual return | 30.66% | 27.73%+2.9pp | 5639.64%-5609.0pp | 318.61%-287.9pp |
| Employer contribution / active EE | $1,334 | $1,424-6.3% | $4,146-67.8% | $2,565-48.0% |
| Participant deferral / active EE | $2,473 | $2,609-5.2% | $3,838-35.6% | $3,952-37.4% |
| Admin fee / account holder | $175 | $4,234-95.9% | $6,560-97.3% | $6,261-97.2% |