Filed November 28, 2016
Total covered: 16 employees
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| 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 | Consulting (pension); Copying and dup... | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,700 | $132,049-4.8% | $200,582-37.3% | $74,304+69.2% |
| Participation rate | 91.0% | 84.1%+7.0pp | 86.9%+4.1pp | 60.3%+30.7pp |
| Annual return | 17.94% | 22.22%-4.3pp | 42.33%-24.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $2,758 | $4,558-39.5% | $6,419-57.0% | $2,241+23.0% |
| Participant deferral / active EE | $7,120 | $7,213-1.3% | $9,331-23.7% | $3,767+89.0% |
| Admin fee / account holder | $487 | $2,405-79.8% | $16,305-97.0% | $2,969-83.6% |