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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.3+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $10,610 |
Filed as: SD ADVANTAGE RETIREMENT SERVICES LP Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $8,299 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 4040 EMBASSY PARKWAY, SUITE 100 · AKRON, OH 44333 | Accounting | $5,700 |
CHUBB1 year Filed as: CHUBB & SON INC. Service code 23 · EIN 13-5679031 15 MOUNTAIN VIEW ROAD · WARREN, NJ 07059 | Insurance services | $5,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,631 | $67,411-67.9% | $91,004-76.2% | $70,126-69.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.75% | -40.16%+49.9pp | 4.60%+5.2pp | 73.15%-63.4pp |
| Employer contribution / active EE | $1,129 | $1,786-36.8% | $2,456-54.0% | $2,343-51.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $350 | $4,236-91.7% | $5,417-93.5% | $4,645-92.5% |