Filed May 25, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.3 years Filed as: SCHNEIDER DOWNS & CO. , INC. Service code 10 · EIN 25-1408703 | Accounting | $17,532 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,039 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,881 | $69,745+122.1% | $67,511+129.4% | $74,546+107.8% |
| Participation rate | 98.1% | 71.3%+26.7pp | 72.9%+25.2pp | 67.2%+30.9pp |
| Annual return | 11.75% | -40.37%+52.1pp | 3517.41%-3505.7pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $2,652 | $2,705-1.9% | $2,733-2.9% | $2,624+1.1% |
| Participant deferral / active EE | $4,814 | $3,636+32.4% | $4,000+20.3% | $4,347+10.7% |
| Admin fee / account holder | $37 | $894-95.9% | $3,999-99.1% | $1,944-98.1% |