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| Provider | Service type | Compensation |
|---|---|---|
SCHNITMAN & ASSOCIATES INC1+ years Filed as: SCHNITMAN & ASSOCIATES, INC Service code 64 · EIN 75-1983809 | Recordkeeping Fees | $5,465 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,481 | $34,492+78.2% | $80,004-23.2% | $55,191+11.4% |
| Participation rate | 64.1% | 62.9%+1.2pp | 73.0%-8.9pp | 69.2%-5.1pp |
| Annual return | -0.87% | 3.50%-4.4pp | 7.63%-8.5pp | 10.78%-11.7pp |
| Employer contribution / active EE | $3,689 | $1,043+253.7% | $2,473+49.2% | $1,899+94.3% |
| Participant deferral / active EE | $3,827 | $2,104+81.9% | $3,204+19.5% | $3,046+25.6% |
| Admin fee / account holder | $25 | $69-63.3% | $5,033-99.5% | $91-72.0% |