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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.2+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 27 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Plan) | $7,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,738 | $46,732-49.2% | $156,551-84.8% | $55,167-57.0% |
| Participation rate | 27.3% | 65.8%-38.5pp | 84.0%-56.7pp | 69.0%-41.7pp |
| Annual return | 11.60% | 17.72%-6.1pp | 32.23%-20.6pp | 169.23%-157.6pp |
| Employer contribution / active EE | $468 | $2,105-77.8% | $5,501-91.5% | $1,963-76.2% |
| Participant deferral / active EE | $910 | $2,204-58.7% | $4,871-81.3% | $3,054-70.2% |
| Admin fee / account holder | $171 | $418-59.1% | $13,028-98.7% | $504-66.1% |