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| Provider | Service type | Compensation |
|---|---|---|
TEACHERS INSURANCE & ANNUITY ASSOC10+ years Filed as: TEACHERS INS. AND ANNUITY ASSOC. Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $11,539 |
HENDERSON BROS. RET. PLAN SERV.10+ years Service code 27 · EIN 20-4683855 920 FT. DUQUESNE BOULEVARD · PITTSBURGH, PA 15222 | Advisory (Plan) | $10,009 |
Filed as: HENDERSON BROTHERS FINANCIAL PTRS Service code 27 · EIN 99-4573857 | Advisory (Plan) | $9,676 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,032 | $56,116-3.7% | $135,768-60.2% | $86,983-37.9% |
| Participation rate | 97.2% | 60.1%+37.1pp | 71.1%+26.1pp | 69.5%+27.6pp |
| Annual return | 13.41% | 125.33%-111.9pp | 526.10%-512.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $1,994 | $1,528+30.5% | $3,394-41.3% | $2,584-22.9% |
| Participant deferral / active EE | $3,831 | $2,690+42.4% | $3,977-3.7% | $4,194-8.7% |
| Admin fee / account holder | $172 | $4,314-96.0% | $7,048-97.6% | $7,856-97.8% |