Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 25-1515426 | Accounting | $0 |
HEFREN-TILLOTSON, INC.1+ years Filed as: HEFREN TILLOTSON, INC. Service code 26 · EIN 25-1121408 308 SEVENTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $0 |
METRO BENEFITS, INC.1+ years Service code 17 · EIN 25-1541083 8150 PERRY HIGHWAY SUITE 311 · PITTSBURGH, PA 15237 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,042 | $33,745+27.6% | $64,105-32.9% | $55,191-22.0% |
| Participation rate | 63.0% | 59.4%+3.7pp | 68.2%-5.2pp | 69.2%-6.1pp |
| Annual return | 4.35% | 4.95%-0.6pp | 791.24%-786.9pp | 10.78%-6.4pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,617 | $1,929-16.2% | $2,822-42.7% | $3,046-46.9% |
| Admin fee / account holder | $1 | $94-99.3% | $4,499-100.0% | $91-99.2% |