Filed October 7, 2002 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Service code 27 · EIN 45-3812777 | Advisory (Plan) | $116,177 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH (B/D) Service code 27 · EIN 42-1445429 | Advisory (Plan) | $44,923 |
Service code 16 · EIN 58-2609075 | Consulting | $15,496 |
Service code 16 · EIN 84-1854084 | Consulting | $10,060 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,975 | $133,493+7.9% | $64,110+124.6% | $96,393+49.4% |
| Participation rate | 92.3% | 69.3%+22.9pp | 72.3%+19.9pp | 71.3%+21.0pp |
| Annual return | 18.26% | 17.06%+1.2pp | 33.75%-15.5pp | 22.88%-4.6pp |
| Employer contribution / active EE | $5,777 | $6,233-7.3% | $2,751+110.0% | $3,239+78.4% |
| Participant deferral / active EE | $5,241 | $5,097+2.8% | $3,883+35.0% | $5,455-3.9% |
| Admin fee / account holder | $29 | $34-16.2% | $3,071-99.1% | $74-61.0% |