Filed November 28, 2016
Total covered: 16 employees
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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT10+ years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 27 · EIN 36-3859937 | Advisory (Plan) | $138,457 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Recordkeeping fees; Consulting (pensi... | $26,206 |
BENNING GROUP, LLC10+ years Service code 10 · EIN 30-0003878 | Accounting | $10,493 |
ASCENSUS LLC7 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 17 · EIN 26-2091417 | Pension Consulting | $4,605 |
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 | $121,246 | $122,042-0.7% | $184,243-34.2% | $74,429+62.9% |
| Participation rate | 94.3% | 85.5%+8.8pp | 86.8%+7.4pp | 67.2%+27.1pp |
| Annual return | 13.25% | 19.91%-6.7pp | 28.82%-15.6pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $2,781 | $4,538-38.7% | $6,427-56.7% | $2,625+5.9% |
| Participant deferral / active EE | $7,012 | $7,143-1.8% | $9,132-23.2% | $4,348+61.3% |
| Admin fee / account holder | $591 | $1,252-52.8% | $13,914-95.8% | $1,944-69.6% |