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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAVANT WEALTH MANAGEMENT Service code 26 555 S. RANDALL ROAD, SUITE 100 · SAINT CHARLES, IL 60174 | Advisory (Participants) | $37,548 |
JULY BUSINESS SERVICES10+ years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, IA 76701 | Contract Administrator | $19,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $85,703 | $89,093-3.8% | $102,434-16.3% | $77,736+10.2% |
| Participation rate | 37.0% | 80.9%-43.9pp | 76.5%-39.5pp | 70.6%-33.6pp |
| Annual return | 10.39% | 25.03%-14.6pp | 29.46%-19.1pp | 31.26%-20.9pp |
| Employer contribution / active EE | $1,175 | $2,699-56.5% | $3,023-61.1% | $2,728-56.9% |
| Participant deferral / active EE | $2,120 | $5,147-58.8% | $5,055-58.1% | $4,651-54.4% |
| Admin fee / account holder | $380 | $236+61.3% | $9,462-96.0% | $433-12.2% |