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 | $69,774+122.0% | $67,575+129.2% | $74,459+108.0% |
| Participation rate | 98.1% | 71.4%+26.7pp | 72.9%+25.2pp | 67.2%+30.8pp |
| Annual return | 11.75% | -40.53%+52.3pp | 3528.98%-3517.2pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $2,652 | $2,710-2.1% | $2,736-3.0% | $2,626+1.0% |
| Participant deferral / active EE | $4,814 | $3,636+32.4% | $4,003+20.2% | $4,350+10.7% |
| Admin fee / account holder | $37 | $890-95.9% | $3,993-99.1% | $1,945-98.1% |