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| Provider | Service type | Compensation |
|---|---|---|
SCHNITMAN & ASSOCIATES INC2+ years Filed as: SCHNITMAN & ASSOCIATES INC. Service code 15 · EIN 75-1983809 | Recordkeeping | $11,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,830,262 | $215,361+749.9% | $171,082+969.8% | $273,972+568.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 76.7%-76.7pp | 83.0%-83.0pp |
| Annual return | -0.04% | 25.14%-25.2pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,713,727 | $10,846+34139.8% | $8,520+43490.0% | $10,133+36551.3% |