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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 | $47,479+12.1% | $62,929-15.5% | $82,448-35.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 10.49% | 20.34%-9.9pp | 1063.93%-1053.4pp | 41.64%-31.1pp |
| Employer contribution / active EE | $3,460 | $1,885+83.5% | $2,505+38.2% | $2,551+35.6% |
| Participant deferral / active EE | $4,807 | $2,870+67.5% | $3,888+23.6% | $4,139+16.1% |
| Admin fee / account holder | $284 | $3,804-92.5% | $5,065-94.4% | $7,234-96.1% |