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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.1 year Filed as: HEFREN-TILLITSON, INC. Service code 27 · EIN 25-1121408 308 7TH AVENUE · PITTSBURGH, PA 152223920 | Advisory (Plan) | $22,483 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,023 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,416 | $58,888-48.3% | $178,498-83.0% | $73,493-58.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 3.45% | 24.86%-21.4pp | 151.09%-147.6pp | 28.51%-25.1pp |
| Employer contribution / active EE | $5,025 | $2,236+124.7% | $5,011+0.3% | $2,270+121.4% |
| Participant deferral / active EE | $3,124 | $2,568+21.7% | $5,202-39.9% | $3,740-16.5% |
| Admin fee / account holder | $191 | $400-52.4% | $13,985-98.6% | $513-62.9% |