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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.10+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $34,291 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $6,892 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $5,520 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,688 | $101,763+3.9% | $164,866-35.9% | $80,874+30.7% |
| Participation rate | 93.8% | 71.8%+22.0pp | 78.6%+15.2pp | 67.6%+26.2pp |
| Annual return | 7.99% | 16.73%-8.7pp | 69.97%-62.0pp | 35.62%-27.6pp |
| Employer contribution / active EE | $732 | $2,954-75.2% | $4,343-83.1% | $2,756-73.4% |
| Participant deferral / active EE | $4,549 | $4,477+1.6% | $6,033-24.6% | $4,297+5.9% |
| Admin fee / account holder | $472 | $8,228-94.3% | $12,689-96.3% | $6,935-93.2% |