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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT10+ years Filed as: SAVANT CAPITAL, LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $68,583 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (pensi... | $28,079 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,441 | $66,459-40.7% | $81,286-51.5% | $77,714-49.2% |
| Participation rate | 35.4% | 68.7%-33.3pp | 69.5%-34.1pp | 70.6%-35.2pp |
| Annual return | 10.20% | 15.95%-5.8pp | 24.80%-14.6pp | 31.26%-21.1pp |
| Employer contribution / active EE | $959 | $2,156-55.5% | $2,463-61.1% | $2,727-64.8% |
| Participant deferral / active EE | $1,646 | $3,674-55.2% | $3,883-57.6% | $4,649-64.6% |
| Admin fee / account holder | $309 | $585-47.2% | $5,764-94.6% | $433-28.7% |