Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHNEIDER DOWNS WEALTH MANAGEMENT Service code 27 · EIN 25-1857157 | Advisory (Plan) | $39,068 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $28,966 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $22,714 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,037 | $73,532+134.0% | $178,540-3.6% | $74,459+131.0% |
| Participation rate | 67.3% | 66.6%+0.7pp | 77.1%-9.8pp | 67.2%+0.1pp |
| Annual return | 17.25% | 17.51%-0.3pp | 27.15%-9.9pp | 1369.70%-1352.5pp |
| Employer contribution / active EE | $3,163 | $2,221+42.4% | $3,953-20.0% | $2,626+20.4% |
| Participant deferral / active EE | $8,285 | $4,519+83.4% | $6,281+31.9% | $4,350+90.5% |
| Admin fee / account holder | $364 | $1,813-79.9% | $10,424-96.5% | $1,945-81.3% |