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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,456 |
SNOWDEN CAPITAL ADVISORS LLC3 years Filed as: SNOWDEN INSURANCE SERVICES LLC Service code 49 · EIN 46-3766777 | Other Services | $5,711 |
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 | $21,229 | $71,526-70.3% | $98,450-78.4% | $71,495-70.3% |
| Participation rate | 98.1% | 72.7%+25.4pp | 75.2%+22.9pp | 67.9%+30.1pp |
| Annual return | 18.08% | 32.42%-14.3pp | 21.16%-3.1pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,452 | $2,400-39.5% | $3,049-52.4% | $2,589-43.9% |
| Participant deferral / active EE | $2,939 | $4,110-28.5% | $4,739-38.0% | $4,291-31.5% |
| Admin fee / account holder | $140 | $1,675-91.7% | $8,961-98.4% | $1,588-91.2% |