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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,929 |
SNOWDEN CAPITAL ADVISORS LLC4 years Filed as: SNOWDEN INSURANCE SERVICES LLC Service code 49 · EIN 46-3766777 | Other Services | $7,793 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,370 | $87,132-67.4% | $105,624-73.1% | $80,959-65.0% |
| Participation rate | 96.8% | 70.4%+26.3pp | 75.3%+21.5pp | 67.7%+29.1pp |
| Annual return | 12.29% | 17.03%-4.7pp | 116.20%-103.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,452 | $2,397-39.4% | $3,168-54.2% | $2,757-47.3% |
| Participant deferral / active EE | $3,007 | $3,985-24.6% | $5,013-40.0% | $4,300-30.1% |
| Admin fee / account holder | $212 | $8,449-97.5% | $10,961-98.1% | $6,925-96.9% |