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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,478 |
HEFREN-TILLOTSON, INC.1 year Filed as: HEFREN-TILLOTSON INC Service code 27 308 7TH AVE · PITTSBURGH, PA 15222 | Advisory (Plan) | $15,082 |
HEFREN-TILLOTSON, INC.3+ years Filed as: HEFREN-TILLOTSON INC. Service code 55 | Other Commissions | $1,318 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $25,403 | $80,753-68.5% | $136,298-81.4% | $62,293-59.2% |
| Participation rate | 79.4% | 73.5%+5.9pp | 81.9%-2.5pp | 69.5%+9.9pp |
| Annual return | 15.94% | 35.83%-19.9pp | 5156.27%-5140.3pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,748 | $5,164-66.2% | $6,247-72.0% | $3,169-44.8% |
| Admin fee / account holder | $216 | $525-58.9% | $9,244-97.7% | $479-54.9% |