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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
SNOWDEN CAPITAL ADVISORS LLC1+ years Filed as: SNOWDEN ACCOUNT SERVICES INC. Service code 49 540 MADISON AVE · SAN GABRIEL, CA 91775 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $1,051 | $69,383-98.5% | $101,264-99.0% | $73,493-98.6% |
| Participation rate | 4.3% | 68.4%-64.1pp | 75.8%-71.5pp | 70.7%-66.4pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.48%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $41 | $3,301-98.8% | $4,370-99.1% | $3,740-98.9% |
| Admin fee / account holder | $0 | $704-100.0% | $5,947-100.0% | $513-100.0% |