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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2+ years Service code 14 · EIN 45-3812777 | Plan Administrator | $23,055 |
ASPIRE FINANCIAL SERVICES2+ years Service code 15 · EIN 27-1033755 | Recordkeeping | $6,408 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,125 | $60,165-48.3% | $74,184-58.0% | $55,167-43.6% |
| Participation rate | 56.5% | 74.2%-17.7pp | 76.6%-20.2pp | 69.0%-12.5pp |
| Annual return | 13.08% | 10.00%+3.1pp | 17.74%-4.7pp | 169.23%-156.2pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,902 | $2,973-36.0% | $3,550-46.4% | $3,054-37.7% |
| Admin fee / account holder | $359 | $419-14.4% | $5,586-93.6% | $504-28.8% |