Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 25-1515426 | Accounting | $0 |
HEFREN-TILLOTSON, INC.2+ years Filed as: HEFREN TILLOTSON, INC. Service code 26 · EIN 25-1121408 308 SEVENTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $0 |
METRO BENEFITS, INC.2+ 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 | $49,087 | $37,044+32.5% | $71,796-31.6% | $57,658-14.9% |
| Participation rate | 56.9% | 61.1%-4.2pp | 69.1%-12.2pp | 70.2%-13.3pp |
| Annual return | 8.15% | 12.64%-4.5pp | 78.04%-69.9pp | 5.13%+3.0pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,482 | $1,974-24.9% | $2,794-47.0% | $3,061-51.6% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |