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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.5+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $33,532 |
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 | $22,944 | $66,124-65.3% | $90,440-74.6% | $73,493-68.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 1.09% | 17.65%-16.6pp | 1294.38%-1293.3pp | 28.51%-27.4pp |
| Employer contribution / active EE | $5,035 | $2,346+114.6% | $3,263+54.3% | $2,270+121.8% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $116 | $396-70.6% | $5,615-97.9% | $513-77.3% |