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| Provider | Service type | Compensation |
|---|---|---|
SAXONY CAPITAL MANAGEMENT3 years Filed as: SAXONY CAPITAL MANAGEMENT, LLC Service code 27 7401 WATSON RD · SAINT LOUIS, MO 631194415 | Advisory (Plan) | $16,839 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $11,474 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,848 | $70,666-32.3% | $169,385-71.8% | $75,181-36.4% |
| Participation rate | 71.4% | 64.8%+6.6pp | 77.2%-5.7pp | 67.2%+4.2pp |
| Annual return | 18.42% | 36.37%-17.9pp | 405.82%-387.4pp | 160.69%-142.3pp |
| Employer contribution / active EE | $1,240 | $2,210-43.9% | $4,012-69.1% | $2,671-53.6% |
| Participant deferral / active EE | $2,337 | $4,308-45.8% | $6,221-62.4% | $4,126-43.4% |
| Admin fee / account holder | $368 | $5,402-93.2% | $9,011-95.9% | $5,650-93.5% |