Filed February 17, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.4+ years Filed as: SCHNEIDER DOWNS & CO.,INC. Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $9,590 |
URISH POPECK & CO., LLC1 year Filed as: URISH, POPECK & CO., INC. LLC Service code 10 · EIN 25-1306171 401 LIBERTY AVENUE, SUITE 2400 · PITTSBURGH, PA 15222 | Accounting | $8,500 |
MCGINTY CONSULTING, INC.4+ years Service code 34 · EIN 25-1795653 733 WASHINGTON ROAD, SUITE 313 · PITTSBURGH, PA 15228 | Valuation (appraisals, etc.) | $5,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,121 | $59,186-62.6% | $76,768-71.2% | $56,287-60.7% |
| Participation rate | 98.8% | 75.2%+23.6pp | 77.0%+21.8pp | 69.9%+28.9pp |
| Annual return | 7.26% | 6.62%+0.6pp | 2.43%+4.8pp | -9.96%+17.2pp |
| Employer contribution / active EE | $1,752 | $1,759-0.4% | $2,485-29.5% | $2,111-17.0% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $154 | $489-68.5% | $6,675-97.7% | $521-70.4% |