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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT1+ years Filed as: THE SAVANT GROUP Service code 27 461 SECOND STREET · SAN FRANCISCO, CA 94107 | Advisory (Plan) | $86,023 |
FIRST MERCANTILE TRUST COMPANY1+ years Service code 64 · EIN 62-0951563 | Recordkeeping Fees | $47,553 |
BENEFIT RESOURCES, INC.1+ years Service code 13 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Contract Administrator | $1,700 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,808 | $70,002+52.6% | $115,038-7.2% | $52,331+104.1% |
| Participation rate | 93.8% | 72.1%+21.7pp | 81.4%+12.5pp | 68.1%+25.7pp |
| Annual return | -2.28% | 4.04%-6.3pp | 26.14%-28.4pp | 4.54%-6.8pp |
| Employer contribution / active EE | $2,887 | $2,715+6.3% | $4,608-37.3% | $1,882+53.4% |
| Participant deferral / active EE | $6,232 | $4,920+26.7% | $6,026+3.4% | $3,022+106.2% |
| Admin fee / account holder | $548 | $566-3.2% | $8,175-93.3% | $592-7.4% |