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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT3+ years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $46,117 |
ASPIRE FINANCIAL SERVICES3+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $16,865 |
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 | $34,262 | $71,192-51.9% | $117,861-70.9% | $62,293-45.0% |
| Participation rate | 91.1% | 74.2%+16.9pp | 79.7%+11.5pp | 69.5%+21.6pp |
| Annual return | 29.16% | 18.66%+10.5pp | 335.11%-306.0pp | 28.90%+0.3pp |
| Employer contribution / active EE | $1,410 | $1,934-27.1% | $3,786-62.7% | $2,042-30.9% |
| Participant deferral / active EE | $2,452 | $3,189-23.1% | $4,482-45.3% | $3,169-22.6% |
| Admin fee / account holder | $246 | $587-58.1% | $8,021-96.9% | $479-48.7% |