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| Provider | Service type | Compensation |
|---|---|---|
SCHNITMAN & ASSOCIATES INC2+ years Filed as: SCHNITMAN & ASSOCIATES, INC. Service code 64 · EIN 75-1983809 1003 N BLUFFVIEW DR. · ALLEN, TX 75002 | Recordkeeping Fees | $13,562 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,636 | $69,977+6.7% | $108,582-31.3% | $62,881+18.7% |
| Participation rate | 75.8% | 72.9%+2.9pp | 79.6%-3.8pp | 69.3%+6.5pp |
| Annual return | 5.34% | 10.73%-5.4pp | -51.70%+57.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,111 | $3,165-33.3% | $4,311-51.0% | $3,203-34.1% |
| Admin fee / account holder | $289 | $5,076-94.3% | $7,645-96.2% | $4,296-93.3% |