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 MANAGEMENT6+ years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $174,103 |
ASPIRE FINANCIAL SERVICES6+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $20,239 |
STROHM BALLWEG LLP5 years Filed as: STROHM BALLWEG, LLP Service code 10 · EIN 39-1969986 | Accounting | $10,200 |
DWC - THE 401(K) EXPERTS1 year Service code 14 · EIN 26-2091417 | Plan Administrator | $6,035 |
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.
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 | $228,391 | $69,383+229.2% | $101,275+125.5% | $73,497+210.8% |
| Participation rate | 88.4% | 68.4%+20.0pp | 75.8%+12.6pp | 70.7%+17.7pp |
| Annual return | 8.10% | 18.46%-10.4pp | 46.48%-38.4pp | 28.51%-20.4pp |
| Employer contribution / active EE | $4,284 | $2,628+63.0% | $3,660+17.1% | $2,270+88.7% |
| Participant deferral / active EE | $6,990 | $3,301+111.8% | $4,371+59.9% | $3,740+86.9% |
| Admin fee / account holder | $881 | $704+25.1% | $5,948-85.2% | $513+71.6% |