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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Service code 28 · EIN 36-3859937 | Investment Management | $70,162 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Recordkeeping and information managem... | $21,825 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,341 | $88,083-22.4% | $164,813-58.5% | $74,495-8.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.79% | 17.26%-6.5pp | 69.93%-59.1pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $3,719 | $2,593+43.4% | $4,341-14.3% | $2,623+41.8% |
| Participant deferral / active EE | $4,447 | $4,498-1.1% | $6,031-26.3% | $4,346+2.3% |
| Admin fee / account holder | $391 | $2,234-82.5% | $12,690-96.9% | $1,942-79.8% |