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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,595 |
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES INC Service code 61 · EIN 45-0997570 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,066 | $64,909-27.5% | $82,312-42.8% | $62,293-24.4% |
| Participation rate | 57.0% | 74.9%-17.8pp | 76.9%-19.9pp | 69.5%-12.5pp |
| Annual return | 16.86% | 21.18%-4.3pp | 25.88%-9.0pp | 28.90%-12.0pp |
| Employer contribution / active EE | $273 | $1,676-83.7% | $2,428-88.8% | $2,042-86.6% |
| Participant deferral / active EE | $1,734 | $3,103-44.1% | $3,706-53.2% | $3,169-45.3% |
| Admin fee / account holder | $53 | $440-87.8% | $5,608-99.0% | $479-88.9% |