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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT6 years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 26 · EIN 36-3859937 | Advisory (Participants) | $56,498 |
PCS RETIREMENT, LLC1 year Service code 13 · EIN 23-3038464 | Contract Administrator | $8,375 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,573 | $76,112-25.7% | $96,534-41.4% | $71,511-20.9% |
| Participation rate | 93.4% | 74.4%+19.0pp | 76.0%+17.4pp | 67.9%+25.5pp |
| Annual return | 13.76% | 22.81%-9.0pp | 25.88%-12.1pp | 28.86%-15.1pp |
| Employer contribution / active EE | $1,578 | $2,248-29.8% | $2,965-46.8% | $2,589-39.1% |
| Participant deferral / active EE | $3,487 | $4,217-17.3% | $4,851-28.1% | $4,291-18.7% |
| Admin fee / account holder | $291 | $2,708-89.3% | $8,253-96.5% | $1,588-81.7% |