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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 15222 | Advisory (Participants) | $4,665 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $4,329 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $2,463 |
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 | $95,969 | $102,422-6.3% | $147,117-34.8% | $80,959+18.5% |
| Participation rate | 95.3% | 75.9%+19.5pp | 82.2%+13.2pp | 67.7%+27.7pp |
| Annual return | 7.02% | 135.16%-128.1pp | 420.54%-413.5pp | 35.67%-28.6pp |
| Employer contribution / active EE | $3,598 | $3,717-3.2% | $4,932-27.1% | $2,757+30.5% |
| Participant deferral / active EE | $12,567 | $6,652+88.9% | $8,065+55.8% | $4,300+192.2% |
| Admin fee / account holder | $123 | $7,953-98.5% | $12,993-99.1% | $6,925-98.2% |