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| Provider | Service type | Compensation |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC5 years Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 27 · EIN 45-0997570 | Advisory (Plan) | $50,674 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $42,930 |
THE BENEFIT PRACTICE5 years Service code 15 · EIN 13-4144565 | Recordkeeping | $6,475 |
Filed as: ENVESTNET, INC. Service code 27 · EIN 20-1409613 | Advisory (Plan) | $3,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,293 | $88,186+5.8% | $165,071-43.5% | $74,459+25.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 16.82% | 17.13%-0.3pp | 70.17%-53.3pp | 1369.70%-1352.9pp |
| Employer contribution / active EE | $6,022 | $2,600+131.6% | $4,347+38.5% | $2,626+129.4% |
| Participant deferral / active EE | $6,184 | $4,505+37.3% | $6,035+2.5% | $4,350+42.2% |
| Admin fee / account holder | $395 | $2,234-82.3% | $12,695-96.9% | $1,945-79.7% |