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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 15222 | Advisory (Participants) | $50,372 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Recordkeeping | $17,975 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $53,205 | $50,554+5.2% | $67,681-21.4% | $87,485-39.2% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.49% | 17.81%-7.3pp | 590.58%-580.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $3,460 | $1,988+74.0% | $2,678+29.2% | $2,596+33.3% |
| Participant deferral / active EE | $4,807 | $2,961+62.3% | $3,976+20.9% | $4,274+12.5% |
| Admin fee / account holder | $284 | $4,132-93.1% | $6,100-95.4% | $7,775-96.4% |