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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.10+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $54,211 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,286 | $47,553-32.1% | $136,867-76.4% | $69,733-53.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 74.5%+25.5pp | 62.5%+37.5pp |
| Annual return | 10.85% | -91.50%+102.3pp | 42.97%-32.1pp | 15.22%-4.4pp |
| Employer contribution / active EE | $7,128 | $2,087+241.6% | $3,547+101.0% | $2,250+216.8% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $4,924-100.0% | $3,054-100.0% |
| Admin fee / account holder | $158 | $3,496-95.5% | $10,340-98.5% | $3,102-94.9% |