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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.5+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Advisory (Participants) | $42,623 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 15222 | Recordkeeping | $7,235 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 700 17TH STREET, SUITE 300 · DENVER, CO 80202 | Securities Custodian | $5,725 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,271 | $65,322-21.5% | $70,476-27.3% | $73,493-30.2% |
| Participation rate | 95.0% | 77.0%+18.1pp | 75.1%+20.0pp | 70.7%+24.4pp |
| Annual return | 3.00% | 15.71%-12.7pp | 109.12%-106.1pp | 28.51%-25.5pp |
| Employer contribution / active EE | $3,194 | $2,460+29.8% | $2,738+16.7% | $2,270+40.7% |
| Participant deferral / active EE | $3,916 | $3,375+16.0% | $3,710+5.5% | $3,740+4.7% |
| Admin fee / account holder | $252 | $214+17.5% | $3,847-93.5% | $513-51.0% |