Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.9+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $17,086 |
Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $12,074 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,065 | $51,642-5.0% | $129,384-62.1% | $80,935-39.4% |
| Participation rate | 97.3% | 56.9%+40.3pp | 69.6%+27.6pp | 67.7%+29.6pp |
| Annual return | 18.46% | 20.78%-2.3pp | 9461.77%-9443.3pp | 35.66%-17.2pp |
| Employer contribution / active EE | $1,980 | $1,583+25.1% | $4,153-52.3% | $2,757-28.2% |
| Participant deferral / active EE | $3,548 | $2,670+32.9% | $4,166-14.8% | $4,299-17.5% |
| Admin fee / account holder | $163 | $4,312-96.2% | $7,686-97.9% | $6,924-97.6% |