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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.1+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $26,060 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,636 | $43,423-59.4% | $78,676-77.6% | $55,167-68.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | -0.98% | 11.53%-12.5pp | 62.19%-63.2pp | 169.23%-170.2pp |
| Employer contribution / active EE | $3,960 | $1,997+98.3% | $2,850+39.0% | $1,963+101.8% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $102 | $416-75.5% | $4,510-97.7% | $504-79.8% |