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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 26 · EIN 36-3859937 | Advisory (Participants) | $49,588 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,205 | $65,378+8.9% | $87,103-18.3% | $65,186+9.2% |
| Participation rate | 82.6% | 75.3%+7.2pp | 76.9%+5.7pp | 70.2%+12.4pp |
| Annual return | 18.66% | 31.28%-12.6pp | 28.19%-9.5pp | 29.39%-10.7pp |
| Employer contribution / active EE | $1,355 | $1,823-25.7% | $2,521-46.3% | $2,177-37.8% |
| Participant deferral / active EE | $3,187 | $3,389-6.0% | $4,049-21.3% | $3,514-9.3% |
| Admin fee / account holder | $354 | $520-32.0% | $7,491-95.3% | $847-58.3% |