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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.3+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $31,157 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,789 | $44,873-51.4% | $79,466-72.6% | $56,287-61.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 6.27% | 0.81%+5.5pp | 718.28%-712.0pp | -9.96%+16.2pp |
| Employer contribution / active EE | $4,771 | $2,140+123.0% | $2,800+70.4% | $2,111+126.0% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $115 | $418-72.6% | $5,104-97.8% | $521-78.0% |