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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.9+ years Service code 51 308 SEVENTH AVE. · PITTSBURGH, PA 15222 | Investment Mgmt Fees | $49,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,452 | $60,305-49.5% | $81,780-62.8% | $74,400-59.1% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 15.41% | 16.89%-1.5pp | 776.27%-760.9pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $6,578 | $2,623+150.8% | $2,914+125.7% | $2,624+150.6% |
| Participant deferral / active EE | $0 | $3,390-100.0% | $4,321-100.0% | $4,348-100.0% |
| Admin fee / account holder | $152 | $1,484-89.8% | $7,384-97.9% | $1,944-92.2% |