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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) | $108,350 |
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $16,807 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 12 · EIN 47-0533629 | Shareholder servicing fees; Custodial... | $7,133 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,809 | $80,753+28.6% | $136,294-23.8% | $62,292+66.6% |
| Participation rate | 93.0% | 73.5%+19.4pp | 81.9%+11.0pp | 69.5%+23.4pp |
| Annual return | 17.80% | 35.83%-18.0pp | 5155.94%-5138.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $2,869 | $2,884-0.5% | $4,695-38.9% | $2,042+40.5% |
| Participant deferral / active EE | $6,110 | $5,164+18.3% | $6,247-2.2% | $3,169+92.8% |
| Admin fee / account holder | $512 | $525-2.6% | $9,243-94.5% | $479+6.8% |