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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.6 years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $36,876 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $10,233 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $4,732 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,362 | $45,119+27.1% | $85,126-32.6% | $74,429-22.9% |
| Participation rate | 77.9% | 49.4%+28.5pp | 67.5%+10.4pp | 67.2%+10.7pp |
| Annual return | 12.49% | 26.28%-13.8pp | 66.63%-54.1pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $2,587 | $1,460+77.1% | $2,731-5.3% | $2,625-1.4% |
| Participant deferral / active EE | $4,724 | $2,738+72.5% | $4,523+4.4% | $4,348+8.6% |
| Admin fee / account holder | $370 | $2,214-83.3% | $6,160-94.0% | $1,944-81.0% |