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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.3+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $125,000 |
Filed as: SD ADVANTAGE RET. SOLUTIONS, LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $30,235 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $12,362 |
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 | $98,658 | $155,795-36.7% | $136,298-27.6% | $69,631+41.7% |
| Participation rate | 95.1% | 75.2%+19.8pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 17.09% | 232464.33%-232447.2pp | 5156.27%-5139.2pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $2,822 | $2,991-5.6% | $4,696-39.9% | $2,032+38.9% |
| Participant deferral / active EE | $7,266 | $5,394+34.7% | $6,247+16.3% | $3,224+125.4% |
| Admin fee / account holder | $312 | $128+142.9% | $9,244-96.6% | $110+182.1% |