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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT5+ years Filed as: SAVANT CAPITAL MANAGEMENT, INC. Service code 28 · EIN 36-3859937 | Investment Management | $54,305 |
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $20,884 |
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 | $34,694 | $86,341-59.8% | $125,192-72.3% | $65,185-46.8% |
| Participation rate | 94.3% | 75.3%+19.0pp | 79.8%+14.5pp | 70.2%+24.1pp |
| Annual return | 21.17% | 27.44%-6.3pp | 43.79%-22.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,847 | $2,040-9.5% | $3,866-52.2% | $2,177-15.2% |
| Participant deferral / active EE | $3,361 | $3,538-5.0% | $4,937-31.9% | $3,514-4.4% |
| Admin fee / account holder | $257 | $609-57.8% | $9,704-97.4% | $847-69.7% |