Filed December 23, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2+ years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $135,560 |
STROHM BALLWEG LLP1 year Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $9,000 |
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $8,725 |
TD AMERITRADE, INC.2+ years Filed as: TD AMERITRADE Service code 19 · EIN 47-0533629 | Securities Custodian | $6,761 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,640 | $52,884+247.3% | $84,753+116.7% | $55,167+232.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 11.30% | 18.03%-6.7pp | 22.78%-11.5pp | 169.23%-157.9pp |
| Employer contribution / active EE | $5,330 | $2,233+138.6% | $3,574+49.1% | $1,963+171.6% |
| Participant deferral / active EE | $7,638 | $2,644+188.9% | $3,712+105.8% | $3,054+150.1% |
| Admin fee / account holder | $855 | $581+47.2% | $5,333-84.0% | $504+69.6% |