Filed February 21, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
HENDERSON BROS. RET. PLAN SERV.6+ years Filed as: HENDERSON BROS. RET. PLAN SERVICES Service code 16 · EIN 20-4683855 920 FORT DUQUESNE BLVD · PITTSBURG, PA 152223602 | Consulting | $40,693 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $125 |
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 | $85,052 | $65,322+30.2% | $70,462+20.7% | $73,493+15.7% |
| Participation rate | 89.4% | 77.0%+12.5pp | 75.1%+14.4pp | 70.7%+18.8pp |
| Annual return | 12.97% | 15.71%-2.7pp | 109.08%-96.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $5,992 | $2,460+143.6% | $2,737+118.9% | $2,270+164.0% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $124 | $214-42.2% | $3,845-96.8% | $513-75.9% |