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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 |
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 | $32,286 | $47,105-31.5% | $68,368-52.8% | $67,986-52.5% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 10.85% | 48.37%-37.5pp | 292.57%-281.7pp | 31.67%-20.8pp |
| Employer contribution / active EE | $7,128 | $1,859+283.5% | $2,649+169.1% | $2,019+253.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $158 | $2,435-93.5% | $5,150-96.9% | $3,203-95.1% |