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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT3 years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 26 · EIN 36-3859937 | Advisory (Participants) | $49,836 |
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 | $84,459 | $73,638+14.7% | $95,964-12.0% | $73,497+14.9% |
| Participation rate | 73.1% | 76.2%-3.1pp | 77.1%-4.0pp | 70.7%+2.4pp |
| Annual return | 7.49% | 16.78%-9.3pp | 91.64%-84.2pp | 28.51%-21.0pp |
| Employer contribution / active EE | $1,091 | $1,863-41.5% | $2,541-57.1% | $2,270-52.0% |
| Participant deferral / active EE | $2,498 | $3,617-30.9% | $4,167-40.1% | $3,740-33.2% |
| Admin fee / account holder | $392 | $482-18.7% | $6,797-94.2% | $513-23.6% |