Filed November 28, 2016
Total covered: 16 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT11+ years Filed as: SAVANT CAPITAL MANAGEMENT, INC Service code 27 · EIN 36-3859937 | Advisory (Plan) | $128,575 |
PCS RETIREMENT, LLC3 years Service code 12 · EIN 23-3038464 | Claims processing; Consulting (pensio... | $27,257 |
ASCENSUS LLC8 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 17 · EIN 26-2091417 | Pension Consulting | $450 |
BENNING GROUP, LLC11+ years Service code 10 · EIN 30-0003878 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,700 | $128,603-2.3% | $197,124-36.2% | $67,986+84.9% |
| Participation rate | 91.0% | 81.7%+9.4pp | 86.7%+4.3pp | 57.2%+33.8pp |
| Annual return | 17.94% | 23.77%-5.8pp | 44.34%-26.4pp | 31.67%-13.7pp |
| Employer contribution / active EE | $2,758 | $4,379-37.0% | $6,227-55.7% | $2,019+36.6% |
| Participant deferral / active EE | $7,120 | $6,840+4.1% | $9,135-22.1% | $3,358+112.0% |
| Admin fee / account holder | $487 | $3,035-84.0% | $16,298-97.0% | $3,203-84.8% |