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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.2+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $28,338 |
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 | $19,300 | $50,637-61.9% | $86,582-77.7% | $62,293-69.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.62% | 20.80%-8.2pp | 965.08%-952.5pp | 28.90%-16.3pp |
| Employer contribution / active EE | $4,655 | $2,075+124.3% | $2,839+63.9% | $2,042+127.9% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $100 | $413-75.8% | $4,904-98.0% | $479-79.1% |