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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 | $44,913 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,180 | $65,322+74.8% | $70,462+62.0% | $73,493+55.4% |
| Participation rate | 96.9% | 77.0%+19.9pp | 75.1%+21.8pp | 70.7%+26.2pp |
| Annual return | 13.59% | 15.71%-2.1pp | 109.08%-95.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $4,162 | $2,460+69.2% | $2,737+52.1% | $2,270+83.4% |
| Participant deferral / active EE | $3,540 | $3,375+4.9% | $3,710-4.6% | $3,740-5.3% |
| Admin fee / account holder | $153 | $214-28.4% | $3,845-96.0% | $513-70.1% |