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| Provider | Service type | Compensation |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC8+ years Service code 27 · EIN 45-0997570 | Advisory (Plan) | $32,480 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,385 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,282 | $86,692-28.2% | $119,634-47.9% | $66,949-7.0% |
| Participation rate | 64.6% | 75.6%-11.0pp | 79.3%-14.7pp | 69.8%-5.2pp |
| Annual return | -15.77% | -8.00%-7.8pp | -14.98%-0.8pp | 1.57%-17.3pp |
| Employer contribution / active EE | $723 | $2,536-71.5% | $4,232-82.9% | $2,545-71.6% |
| Participant deferral / active EE | $5,322 | $4,360+22.1% | $5,601-5.0% | $4,239+25.6% |
| Admin fee / account holder | $316 | $755-58.2% | $10,329-96.9% | $594-46.8% |