Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HEFREN-TILLOTSON, INC.6 years Service code 26 · EIN 25-1121408 308 SEVENTH AVENUE · PITTSBURGH, PA 15222 | Advisory (Participants) | $44,113 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,853 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,229 | $72,303-49.9% | $86,691-58.2% | $64,814-44.1% |
| Participation rate | 90.8% | 80.4%+10.4pp | 76.6%+14.2pp | 71.5%+19.4pp |
| Annual return | -6.17% | 392.77%-398.9pp | 35.94%-42.1pp | 32.84%-39.0pp |
| Employer contribution / active EE | $1,480 | $2,393-38.1% | $2,837-47.8% | $2,507-41.0% |
| Participant deferral / active EE | $4,401 | $4,660-5.6% | $4,656-5.5% | $4,310+2.1% |
| Admin fee / account holder | $233 | $174+34.0% | $7,492-96.9% | $188+24.1% |