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| Provider | Service type | Compensation |
|---|---|---|
SCHNITMAN & ASSOCIATES INC2+ years Filed as: SCHNITMAN & ASSOCIATES, INC Service code 64 · EIN 75-1983809 | Recordkeeping Fees | $5,494 |
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 | $65,153 | $57,103+14.1% | $87,502-25.5% | $57,658+13.0% |
| Participation rate | 69.4% | 64.3%+5.0pp | 73.8%-4.5pp | 70.2%-0.9pp |
| Annual return | 11.04% | 12.71%-1.7pp | 12.21%-1.2pp | 5.13%+5.9pp |
| Employer contribution / active EE | $4,129 | $1,107+272.9% | $2,550+61.9% | $1,974+109.2% |
| Participant deferral / active EE | $4,269 | $2,250+89.8% | $3,149+35.6% | $3,061+39.5% |
| Admin fee / account holder | $21 | $281-92.6% | $4,221-99.5% | $95-78.0% |