Filed December 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SCHNEIDER DOWNS & CO., INC.10+ years Filed as: SCHNEIDER DOWNS WEALTH MGMT ADV. Service code 26 · EIN 25-1857157 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Advisory (Participants) | $172,892 |
Service code 34 · EIN 84-2934577 815 FIRST AVENUE 293 · SEATTLE, WA 98104 | Valuation (appraisals, etc.) | $68,023 |
Service code 15 · EIN 47-3764076 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Recordkeeping | $66,995 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105 | Bank Trustee | $31,462 |
KATZ, SAPPER & MILLER6 years Filed as: KATZ SAPPER & MILLER, LLP Service code 10 · EIN 35-1090346 800 EAST 96TH STREET, SUITE 500 · INDIANAPOLIS, IN 462400857 | Accounting | $17,000 |
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 exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,690 | $82,917+243.3% | $103,333+175.5% | $77,643+266.7% |
| Participation rate | 96.8% | 71.6%+25.3pp | 74.5%+22.3pp | 70.6%+26.3pp |
| Annual return | 8.90% | 19.13%-10.2pp | 24.88%-16.0pp | 31.24%-22.3pp |
| Employer contribution / active EE | $21,446 | $3,552+503.9% | $3,868+454.5% | $2,726+686.8% |
| Participant deferral / active EE | $8,213 | $4,108+99.9% | $5,057+62.4% | $4,647+76.7% |
| Admin fee / account holder | $929 | $638+45.6% | $8,355-88.9% | $430+115.9% |