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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 45-3812777 | Advisory (Participants) | $19,205 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,572 | $45,312-12.7% | $86,233-54.1% | $67,986-41.8% |
| Participation rate | 38.7% | 42.4%-3.7pp | 69.0%-30.3pp | 57.2%-18.5pp |
| Annual return | 18.24% | 24.79%-6.6pp | 61.39%-43.1pp | 31.67%-13.4pp |
| Employer contribution / active EE | $317 | $1,160-72.7% | $2,504-87.3% | $2,019-84.3% |
| Participant deferral / active EE | $2,222 | $2,185+1.7% | $4,559-51.3% | $3,358-33.8% |
| Admin fee / account holder | $386 | $3,295-88.3% | $8,342-95.4% | $3,203-87.9% |