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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT7 years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $34,021 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,748 | $84,499-9.2% | $125,391-38.8% | $66,949+14.6% |
| Participation rate | 40.0% | 76.4%-36.4pp | 82.4%-42.4pp | 69.8%-29.8pp |
| Annual return | -9.81% | -8.49%-1.3pp | 572.41%-582.2pp | 1.57%-11.4pp |
| Employer contribution / active EE | $1,290 | $3,554-63.7% | $4,816-73.2% | $2,545-49.3% |
| Participant deferral / active EE | $3,536 | $6,785-47.9% | $7,448-52.5% | $4,239-16.6% |
| Admin fee / account holder | $501 | $685-26.8% | $10,009-95.0% | $594-15.5% |