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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT6 years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $43,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,833 | $104,497-14.0% | $159,487-43.7% | $79,389+13.2% |
| Participation rate | 34.7% | 76.6%-41.9pp | 82.8%-48.1pp | 70.7%-36.0pp |
| Annual return | 24.58% | 67.98%-43.4pp | 263.71%-239.1pp | 116.89%-92.3pp |
| Employer contribution / active EE | $978 | $3,418-71.4% | $4,831-79.8% | $2,428-59.7% |
| Participant deferral / active EE | $2,599 | $6,468-59.8% | $7,354-64.7% | $4,046-35.8% |
| Admin fee / account holder | $712 | $711+0.1% | $10,804-93.4% | $626+13.7% |