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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 | $101,591-1.3% | $147,096-31.8% | $74,429+34.8% |
| Participation rate | 78.6% | 75.5%+3.1pp | 82.2%-3.6pp | 67.2%+11.4pp |
| Annual return | 13.27% | 8746.45%-8733.2pp | 419.75%-406.5pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $2,881 | $3,813-24.4% | $4,936-41.6% | $2,625+9.8% |
| Participant deferral / active EE | $5,240 | $7,302-28.2% | $8,071-35.1% | $4,348+20.5% |
| Admin fee / account holder | $138 | $1,750-92.1% | $13,005-98.9% | $1,944-92.9% |