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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT8+ years Service code 14 · EIN 45-3812777 | Plan Administrator | $32,169 |
PCS RETIREMENT, LLC1 year Filed as: PCS Service code 15 · EIN 82-2384824 | Recordkeeping | $6,810 |
DWC - THE 401(K) EXPERTS1 year Filed as: DWC - THE 401K EXPERTS Service code 13 · EIN 41-1940791 | Contract Administrator | $2,486 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,401 | $65,453-10.8% | $86,691-32.6% | $66,930-12.7% |
| Participation rate | 52.2% | 75.5%-23.2pp | 76.6%-24.4pp | 69.8%-17.6pp |
| Annual return | -9.87% | -10.89%+1.0pp | 35.94%-45.8pp | 1.57%-11.4pp |
| Employer contribution / active EE | $0 | $2,154-100.0% | $2,837-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,114 | $4,102-48.5% | $4,656-54.6% | $4,238-50.1% |
| Admin fee / account holder | $568 | $642-11.5% | $7,492-92.4% | $593-4.3% |