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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) | $12,131 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Recordkeeping | $7,869 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 4040 EMBASSY PARKWAY, SUITE 100 · AKRON, OH 44333 | Accounting | $5,490 |
FEDERAL INSURANCE COMPANY1+ years Service code 23 · EIN 13-1963496 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 100012402 | Insurance services | $5,405 |
SCHNEIDER DOWNS & CO., INC.1+ years Service code 14 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Plan Administrator | $5,156 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,783 | $53,412-72.3% | $68,509-78.4% | $52,331-71.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -1.63% | 3.42%-5.0pp | 8.27%-9.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,142 | $1,607-28.9% | $2,278-49.9% | $1,882-39.3% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $257 | $461-44.2% | $5,275-95.1% | $592-56.5% |