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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,085 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES INC. Service code 49 225 S LAKE AVENUE · PASADENA, CA 91101 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $3,969 | $46,297-91.4% | $71,671-94.5% | $62,293-93.6% |
| Participation rate | 89.8% | 60.6%+29.1pp | 68.7%+21.0pp | 69.5%+20.2pp |
| Annual return | 12.07% | 22.32%-10.2pp | 20.65%-8.6pp | 28.90%-16.8pp |
| Employer contribution / active EE | $479 | $1,412-66.0% | $2,460-80.5% | $2,042-76.5% |
| Participant deferral / active EE | $2,124 | $2,235-5.0% | $3,438-38.2% | $3,169-33.0% |
| Admin fee / account holder | $11 | $461-97.6% | $5,558-99.8% | $479-97.7% |