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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.7+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $44,943 |
Participant contribution per participant 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 | $23,531 | $51,226-54.1% | $82,744-71.6% | $66,938-64.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -13.61% | -9.61%-4.0pp | 702.22%-715.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $5,938 | $2,612+127.3% | $3,008+97.4% | $2,545+133.3% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,238-100.0% |
| Admin fee / account holder | $138 | $416-66.7% | $5,325-97.4% | $594-76.7% |