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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.8+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $42,399 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,229 | $58,264-55.0% | $86,617-69.7% | $71,495-63.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 10.34% | 21.63%-11.3pp | 591.91%-581.6pp | 28.85%-18.5pp |
| Employer contribution / active EE | $6,754 | $2,574+162.4% | $3,023+123.4% | $2,589+160.8% |
| Participant deferral / active EE | $0 | $3,436-100.0% | $4,437-100.0% | $4,291-100.0% |
| Admin fee / account holder | $130 | $1,057-87.7% | $5,613-97.7% | $1,588-91.8% |