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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2+ years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $31,732 |
ASPIRE FINANCIAL SERVICES2+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $14,517 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,076 | $63,924-53.0% | $108,582-72.3% | $55,167-45.5% |
| Participation rate | 92.6% | 74.3%+18.3pp | 79.6%+13.1pp | 69.0%+23.6pp |
| Annual return | 30.81% | 15.31%+15.5pp | -51.70%+82.5pp | 169.23%-138.4pp |
| Employer contribution / active EE | $1,163 | $1,879-38.1% | $3,758-69.0% | $1,963-40.7% |
| Participant deferral / active EE | $2,521 | $3,067-17.8% | $4,311-41.5% | $3,054-17.5% |
| Admin fee / account holder | $212 | $618-65.6% | $7,645-97.2% | $504-57.8% |