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 MANAGEMENT3 years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $31,378 |
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.)
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 | $54,942 | $73,102-24.8% | $123,553-55.5% | $56,289-2.4% |
| Participation rate | 51.1% | 74.3%-23.2pp | 82.3%-31.1pp | 69.9%-18.7pp |
| Annual return | -9.77% | 3.01%-12.8pp | 119.21%-129.0pp | -9.96%+0.2pp |
| Employer contribution / active EE | $1,490 | $2,977-49.9% | $4,628-67.8% | $2,111-29.4% |
| Participant deferral / active EE | $2,999 | $5,423-44.7% | $6,426-53.3% | $3,350-10.5% |
| Admin fee / account holder | $491 | $554-11.4% | $9,284-94.7% | $521-5.8% |