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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $11,628 |
HEFREN-TILLOTSON, INC.8 years Service code 26 · EIN 25-1121408 308 SEVENTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $0 |
METRO BENEFITS, INC.1 year Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $0 |
BAIRD FUNDS1 year Filed as: ROBERT W. BAIRD & CO. INC. Service code 26 · EIN 39-6037917 777 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,268 | $89,093-45.8% | $102,434-52.9% | $77,736-37.9% |
| Participation rate | 90.8% | 80.9%+9.9pp | 76.5%+14.3pp | 70.6%+20.2pp |
| Annual return | 14.80% | 25.03%-10.2pp | 29.46%-14.7pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,628 | $2,699-39.7% | $3,023-46.1% | $2,728-40.3% |
| Participant deferral / active EE | $4,831 | $5,147-6.1% | $5,055-4.4% | $4,651+3.9% |
| Admin fee / account holder | $291 | $236+23.4% | $9,462-96.9% | $433-32.8% |