Filed July 7, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $39,840 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $12,542 |
SCHNEIDER DOWNS & CO., INC.1+ years Service code 14 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Plan Administrator | $10,254 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,004 | $46,360-22.3% | $147,614-75.6% | $52,331-31.2% |
| Participation rate | 99.1% | 64.9%+34.2pp | 84.6%+14.5pp | 68.1%+31.0pp |
| Annual return | -2.19% | 1.62%-3.8pp | 61.98%-64.2pp | 4.54%-6.7pp |
| Employer contribution / active EE | $2,123 | $2,126-0.2% | $5,564-61.9% | $1,882+12.8% |
| Participant deferral / active EE | $3,013 | $2,258+33.5% | $4,895-38.5% | $3,022-0.3% |
| Admin fee / account holder | $221 | $766-71.1% | $11,611-98.1% | $592-62.7% |