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| Provider | Service type | Compensation |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC3 years Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 16 · EIN 45-0997570 | Consulting | $23,388 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,691 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,721 | $70,083-56.2% | $59,883-48.7% | $55,725-44.9% |
| Participation rate | 55.7% | 78.4%-22.6pp | 74.7%-19.0pp | 70.9%-15.1pp |
| Annual return | -2.05% | 3.13%-5.2pp | 3.46%-5.5pp | 244.93%-247.0pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,785 | $3,079-9.5% | $3,402-18.1% | $3,356-17.0% |
| Admin fee / account holder | $49 | $70-29.9% | $3,591-98.6% | $115-57.2% |