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| Provider | Service type | Compensation |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 16 · EIN 45-0997570 | Consulting | $19,681 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,024 |
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 | $32,126 | $74,552-56.9% | $63,005-49.0% | $69,631-53.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.8%+25.2pp | 70.7%+29.3pp |
| Annual return | 18.86% | 15.77%+3.1pp | 87.59%-68.7pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,760-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,547 | $2,974-14.4% | $3,329-23.5% | $3,224-21.0% |
| Admin fee / account holder | $44 | $59-25.5% | $3,599-98.8% | $110-59.9% |