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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $21,693 |
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $5,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,206 | $76,551-40.9% | $123,894-63.5% | $62,881-28.1% |
| Participation rate | 63.4% | 73.0%-9.6pp | 81.4%-18.0pp | 69.3%-5.9pp |
| Annual return | 10.72% | 18.68%-8.0pp | 47.52%-36.8pp | 20.14%-9.4pp |
| Employer contribution / active EE | $2,024 | $2,882-29.8% | $4,617-56.2% | $2,281-11.3% |
| Participant deferral / active EE | $3,360 | $4,840-30.6% | $5,984-43.8% | $3,203+4.9% |
| Admin fee / account holder | $374 | $4,826-92.2% | $8,357-95.5% | $4,296-91.3% |