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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 |
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 | $51,184+3.9% | $66,439-19.9% | $86,983-38.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 10.49% | 17.07%-6.6pp | 757.66%-747.2pp | 25.83%-15.3pp |
| Employer contribution / active EE | $3,460 | $2,023+71.1% | $2,637+31.2% | $2,584+33.9% |
| Participant deferral / active EE | $4,807 | $2,927+64.2% | $3,876+24.0% | $4,194+14.6% |
| Admin fee / account holder | $284 | $4,154-93.2% | $6,173-95.4% | $7,856-96.4% |