Filed June 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT4+ years Service code 24 · EIN 45-3812777 | Discretionary Trustee | $94,163 |
ASPIRE FINANCIAL SERVICES4+ years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 12 · EIN 27-1033755 | Recordkeeping fees; Direct payment fr... | $8,062 |
VRAKAS S.C.3 years Service code 10 · EIN 39-1453055 | Accounting | $8,000 |
TD AMERITRADE, INC.4+ years Filed as: TD AMERITRADE Service code 12 · EIN 47-0533629 | Account maintenance fees; Trustee (di... | $6,346 |
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 | $113,089 | $58,093+94.7% | $80,022+41.3% | $56,289+100.9% |
| Participation rate | 82.9% | 73.6%+9.2pp | 75.8%+7.0pp | 69.9%+13.0pp |
| Annual return | -7.84% | 34.63%-42.5pp | 11.22%-19.1pp | -9.96%+2.1pp |
| Employer contribution / active EE | $1,037 | $1,933-46.3% | $2,468-58.0% | $2,111-50.9% |
| Participant deferral / active EE | $2,512 | $3,136-19.9% | $3,686-31.9% | $3,350-25.0% |
| Admin fee / account holder | $693 | $623+11.4% | $6,521-89.4% | $521+33.1% |