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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT4+ years Service code 14 · EIN 45-3812777 | Plan Administrator | $24,136 |
ASPIRE FINANCIAL SERVICES4+ years Service code 15 · EIN 27-1033755 | Recordkeeping | $5,253 |
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.
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 | $32,372 | $59,186-45.3% | $76,768-57.8% | $56,287-42.5% |
| Participation rate | 66.4% | 75.2%-8.9pp | 77.0%-10.6pp | 69.9%-3.5pp |
| Annual return | -8.77% | 6.62%-15.4pp | 2.43%-11.2pp | -9.96%+1.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,932 | $3,255-40.7% | $3,852-49.8% | $3,350-42.3% |
| Admin fee / account holder | $368 | $489-24.7% | $6,675-94.5% | $521-29.3% |