Filed October 18, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 58-2592093 | Advisory (Participants) | $48,076 |
Service code 10 · EIN 63-0191630 | Accounting | $12,000 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $6,534 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $169,294 | $101,672+66.5% | $147,117+15.1% | $74,478+127.3% |
| Participation rate | 91.0% | 75.5%+15.4pp | 82.2%+8.8pp | 67.2%+23.8pp |
| Annual return | 24.36% | 8757.83%-8733.5pp | 420.54%-396.2pp | 1370.56%-1346.2pp |
| Employer contribution / active EE | $3,560 | $3,813-6.7% | $4,932-27.8% | $2,626+35.5% |
| Participant deferral / active EE | $7,331 | $7,305+0.4% | $8,065-9.1% | $4,350+68.5% |
| Admin fee / account holder | $497 | $1,753-71.6% | $12,993-96.2% | $1,946-74.5% |