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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 |
7 funds of $250K or more; 23 lines in all, holding $4.2M of the plan's $4.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Index Fund Manager not matched · Separate account Index | $515K | 12.3% |
| BlackRock Life Path Index 2060 BlackRock · Separate account Index | $498K | 11.9% |
| BlackRock Life Path Index 2035 BlackRock · Separate account Index | $447K | 10.7% |
| Vanguard Mid-Cap Growth ETF Vanguard · Separate account Index | $392K | 9.3% |
| Nuveen Large-Cap Growth Index TIAA (Nuveen) · Separate account Index | $354K | 8.4% |
| BlackRock Life Path Index 2050 BlackRock · Separate account Index | $346K | 8.2% |
| BlackRock Life Path Index 2055 BlackRock · Separate account Index | $255K | 6.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $228K | 5.4% |
| BlackRock Life Path Index Return BlackRock · Separate account Index | $191K | 4.5% |
| BlackRock Life Path Index 2065 BlackRock · Separate account Index | $157K | 3.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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).
The auditor signed off without reservation. This is the cleanest opinion.