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| Provider | Service type | Compensation |
|---|---|---|
SAVANT CAPITAL MANAGEMENT4+ years Filed as: SAVANT INVESTMENT GROUP LLC Service code 16 · EIN 27-2263282 | Consulting | $95,357 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,345 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $292,411 | $73,102+300.0% | $123,552+136.7% | $56,287+419.5% |
| Participation rate | 97.8% | 74.3%+23.5pp | 82.3%+15.5pp | 69.9%+28.0pp |
| Annual return | -4.49% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $14,042 | $2,977+371.7% | $4,628+203.4% | $2,111+565.2% |
| Participant deferral / active EE | $10,032 | $5,423+85.0% | $6,426+56.1% | $3,350+199.5% |
| Admin fee / account holder | $228 | $554-58.9% | $9,285-97.5% | $521-56.3% |