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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HENDERSON BROTHERS RET PLAN SERV Service code 28 · EIN 20-4683855 920 FORT DUQUESNE BLVD · PITTSBURGH, PA 152223602 | Investment Management | $54,365 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,366 | $69,745+56.8% | $67,511+62.0% | $74,546+46.7% |
| Participation rate | 97.3% | 71.3%+26.0pp | 72.9%+24.4pp | 67.2%+30.1pp |
| Annual return | 11.51% | -40.37%+51.9pp | 3517.41%-3505.9pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $4,383 | $2,705+62.0% | $2,733+60.4% | $2,624+67.0% |
| Participant deferral / active EE | $4,103 | $3,636+12.8% | $4,000+2.6% | $4,347-5.6% |
| Admin fee / account holder | $135 | $894-84.9% | $3,999-96.6% | $1,944-93.1% |