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| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.1 year Filed as: HEFREN-TILLOTSON Service code 27 · EIN 25-1121408 | Advisory (Plan) | $29,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,256 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,310 | $101,499-1.2% | $147,005-31.8% | $74,546+34.6% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.2%-3.5pp | 67.2%+11.4pp |
| Annual return | 13.27% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,881 | $3,811-24.4% | $4,934-41.6% | $2,624+9.8% |
| Participant deferral / active EE | $5,240 | $7,304-28.3% | $8,070-35.1% | $4,347+20.5% |
| Admin fee / account holder | $138 | $1,748-92.1% | $13,006-98.9% | $1,944-92.9% |