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| Provider | Service type | Compensation |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.8+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $17,475 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $11,920 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,705 | $49,199-15.2% | $121,210-65.6% | $75,177-44.5% |
| Participation rate | 97.6% | 55.4%+42.2pp | 69.5%+28.0pp | 67.2%+30.4pp |
| Annual return | 14.73% | 56.04%-41.3pp | 987.41%-972.7pp | 160.75%-146.0pp |
| Employer contribution / active EE | $1,712 | $1,547+10.6% | $4,171-59.0% | $2,671-35.9% |
| Participant deferral / active EE | $2,987 | $2,630+13.6% | $4,084-26.9% | $4,126-27.6% |
| Admin fee / account holder | $165 | $3,946-95.8% | $5,647-97.1% | $5,651-97.1% |