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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT5 years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 26 · EIN 36-3859937 | Advisory (Participants) | $63,836 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,208 | $65,437-30.9% | $86,698-47.9% | $66,949-32.5% |
| Participation rate | 91.7% | 75.5%+16.2pp | 76.6%+15.1pp | 69.8%+21.9pp |
| Annual return | -9.20% | -10.91%+1.7pp | 35.96%-45.2pp | 1.57%-10.8pp |
| Employer contribution / active EE | $1,391 | $2,154-35.4% | $2,837-51.0% | $2,545-45.4% |
| Participant deferral / active EE | $2,889 | $4,102-29.6% | $4,656-38.0% | $4,239-31.9% |
| Admin fee / account holder | $254 | $642-60.5% | $7,492-96.6% | $594-57.3% |