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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,235 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
SNOWDEN CAPITAL ADVISORS LLC3+ years Filed as: SNOWDEN ACCOUNT SERVICES INC. Service code 49 225 S LAKE AVENUE · PASADENA, CA 91101 | Other Services | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,867 | $42,396-88.5% | $67,313-92.8% | $56,287-91.4% |
| Participation rate | 93.6% | 61.0%+32.6pp | 69.1%+24.5pp | 69.9%+23.7pp |
| Annual return | -2.33% | -36.63%+34.3pp | -4.08%+1.8pp | -9.96%+7.6pp |
| Employer contribution / active EE | $520 | $1,414-63.2% | $2,566-79.7% | $2,111-75.4% |
| Participant deferral / active EE | $2,452 | $2,360+3.9% | $3,568-31.3% | $3,350-26.8% |
| Admin fee / account holder | $15 | $510-97.1% | $4,507-99.7% | $521-97.1% |