Filed June 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT1+ years Service code 24 · EIN 45-3812777 | Discretionary Trustee | $60,257 |
KOMISAR BRADY & CO., LLP1+ years Service code 10 · EIN 39-1462764 | Accounting | $13,355 |
ASPIRE FINANCIAL SERVICES1+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 12 · EIN 27-1033755 | Claims processing; Direct payment fro... | $10,853 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE Service code 12 · EIN 47-0533629 | Claims processing; Trustee (directed)... | $5,452 |
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.
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 | $89,893 | $53,412+68.3% | $68,509+31.2% | $52,331+71.8% |
| Participation rate | 88.6% | 71.7%+16.9pp | 74.7%+13.9pp | 68.1%+20.5pp |
| Annual return | -7.96% | 3.42%-11.4pp | 8.27%-16.2pp | 4.54%-12.5pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,222 | $2,688-17.3% | $3,382-34.3% | $3,022-26.5% |
| Admin fee / account holder | $495 | $461+7.4% | $5,275-90.6% | $592-16.3% |