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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT5+ years Service code 14 · EIN 45-3812777 | Plan Administrator | $24,255 |
ASPIRE FINANCIAL SERVICES5+ years Service code 15 · EIN 27-1033755 | Recordkeeping | $5,609 |
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 | $38,793 | $65,376-40.7% | $87,102-55.5% | $65,185-40.5% |
| Participation rate | 60.0% | 75.3%-15.3pp | 76.9%-16.9pp | 70.2%-10.2pp |
| Annual return | 17.82% | 31.27%-13.5pp | 28.19%-10.4pp | 29.38%-11.6pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,166 | $3,388-36.1% | $4,048-46.5% | $3,514-38.4% |
| Admin fee / account holder | $365 | $520-29.7% | $7,491-95.1% | $847-56.9% |