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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,599 |
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES, INC Service code 22 | Insurance Broker | $23,349 |
SANCTUARY SECURITIES INC1 year Service code 22 · EIN 36-2957364 | Insurance Broker | $5,313 |
WELLS THOMAS, LLC2 years Service code 15 · EIN 26-0228640 | Recordkeeping | $1,775 |
Filed as: SNOWDEN INSURANCE SERVICES LLC Service code 22 · EIN 46-3766777 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,946 | $55,446+110.9% | $155,574-24.8% | $74,429+57.1% |
| Participation rate | 84.0% | 61.9%+22.1pp | 78.2%+5.8pp | 67.2%+16.8pp |
| Annual return | 9.58% | 269.20%-259.6pp | 64.87%-55.3pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $7,420 | $2,266+227.4% | $4,676+58.7% | $2,625+182.7% |
| Participant deferral / active EE | $7,112 | $2,836+150.8% | $5,629+26.3% | $4,348+63.6% |
| Admin fee / account holder | $361 | $1,743-79.3% | $15,914-97.7% | $1,944-81.4% |