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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 | $45,900-29.7% | $94,057-65.7% | $64,340-49.8% |
| Participation rate | 100.0% | 50.6%+49.4pp | 73.3%+26.7pp | 55.2%+44.8pp |
| Annual return | 10.85% | 50.47%-39.6pp | 480.62%-469.8pp | 24.14%-13.3pp |
| Employer contribution / active EE | $7,128 | $1,612+342.2% | $2,933+143.0% | $1,862+282.9% |
| Participant deferral / active EE | $0 | $2,102-100.0% | $4,709-100.0% | $2,980-100.0% |
| Admin fee / account holder | $158 | $3,143-95.0% | $7,244-97.8% | $3,703-95.7% |