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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 | $101,672-1.3% | $147,117-31.8% | $74,478+34.7% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.2%-3.6pp | 67.2%+11.4pp |
| Annual return | 13.27% | 8757.83%-8744.6pp | 420.54%-407.3pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,881 | $3,813-24.4% | $4,932-41.6% | $2,626+9.7% |
| Participant deferral / active EE | $5,240 | $7,305-28.3% | $8,065-35.0% | $4,350+20.5% |
| Admin fee / account holder | $138 | $1,753-92.1% | $12,993-98.9% | $1,946-92.9% |