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| Provider | Service type | Compensation |
|---|---|---|
SNOWDEN CAPITAL ADVISORS LLC2 years Filed as: SNOWDEN ACCOUNT SERVICES, INC. Service code 27 340 MADISON AVE FL 9 · NEW YORK, NY 100223267 | Advisory (Plan) | $37,603 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $25,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,803 | $48,314+185.2% | $67,561+104.0% | $80,925+70.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 13.78% | 18.28%-4.5pp | 3525.44%-3511.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $3,392 | $2,022+67.8% | $2,735+24.0% | $2,756+23.1% |
| Participant deferral / active EE | $10,577 | $2,927+261.4% | $4,003+164.2% | $4,299+146.0% |
| Admin fee / account holder | $482 | $3,690-86.9% | $4,006-88.0% | $6,940-93.1% |