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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT CAPITAL LLC Service code 28 · EIN 45-3812777 | Investment Management | $203,805 |
Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 36-3859937 | Advisory (Participants) | $166,052 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $39,554 |
WAKEFIELD ASSET MANAGEMENT4+ years Filed as: WAKEFIELD ASSET MANAGEMENT LLLP Service code 26 · EIN 20-8251802 | Advisory (Participants) | $17,871 |
MARK BELL ADVISORY SERVICES3 years Service code 26 · EIN 36-3734812 | Advisory (Participants) | $12,158 |
MERCER4+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877 | Advisory (Participants) | $9,772 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; D... | $5,734 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $506,729 | $61,166+728.4% | $185,849+172.7% | $79,391+538.3% |
| Participation rate | 96.4% | 66.6%+29.8pp | 81.7%+14.7pp | 70.7%+25.7pp |
| Annual return | 16.98% | 19.45%-2.5pp | 122.10%-105.1pp | 116.88%-99.9pp |
| Employer contribution / active EE | $30,664 | $2,321+1221.2% | $5,169+493.3% | $2,428+1163.0% |
| Participant deferral / active EE | $23,451 | $2,789+740.9% | $5,569+321.1% | $4,046+479.6% |
| Admin fee / account holder | $1,481 | $710+108.6% | $16,244-90.9% | $627+136.3% |