Filed October 21, 2016
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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT1+ years Service code 27 · EIN 36-3859937 7202 ARGUS DRIVE · ROCKFORD, IL 61107 | Advisory (Plan) | $102,535 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,770 | $37,117+109.5% | $147,617-47.3% | $55,191+40.9% |
| Participation rate | 91.9% | 63.6%+28.2pp | 84.6%+7.2pp | 69.2%+22.7pp |
| Annual return | -2.85% | 3.44%-6.3pp | 61.98%-64.8pp | 10.78%-13.6pp |
| Employer contribution / active EE | $5,922 | $1,620+265.5% | $5,564+6.4% | $1,899+211.9% |
| Participant deferral / active EE | $4,430 | $1,985+123.1% | $4,895-9.5% | $3,046+45.4% |
| Admin fee / account holder | $325 | $86+279.7% | $11,612-97.2% | $91+257.9% |