Filed December 8, 2009
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.9+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $68,261 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $34,963 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $7,716 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,745 | $82,972-48.5% | $103,374-58.7% | $77,671-45.0% |
| Participation rate | 79.1% | 71.5%+7.5pp | 74.5%+4.5pp | 70.6%+8.5pp |
| Annual return | 10.06% | 19.14%-9.1pp | 24.89%-14.8pp | 31.21%-21.1pp |
| Employer contribution / active EE | $1,733 | $3,554-51.2% | $3,869-55.2% | $2,726-36.4% |
| Participant deferral / active EE | $2,197 | $4,108-46.5% | $5,058-56.6% | $4,648-52.7% |
| Admin fee / account holder | $250 | $639-60.8% | $8,394-97.0% | $430-41.8% |