Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 25-1515426 | Accounting | $0 |
HEFREN-TILLOTSON, INC.4+ years Filed as: HEFREN TILLOTSON, INC. Service code 26 · EIN 25-1121408 308 SEVENTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $0 |
METRO BENEFITS, INC.4+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,123 | $35,485+38.4% | $74,549-34.1% | $55,725-11.8% |
| Participation rate | 64.0% | 62.5%+1.4pp | 69.1%-5.2pp | 70.9%-6.9pp |
| Annual return | -5.54% | 0.72%-6.3pp | 32.53%-38.1pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,173 | $2,181-0.3% | $3,108-30.1% | $3,356-35.2% |
| Admin fee / account holder | $378 | $114+230.6% | $5,059-92.5% | $115+228.1% |