Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES1+ years Filed as: SAGE Service code 28 · EIN 74-2798841 | Investment Management | $72,142 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK Service code 28 · EIN 13-6038770 | Investment Management | $49,352 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | 1.01% | -0.16%+1.2pp | -1.68%+2.7pp | 2.81%-1.8pp |
| Employer contribution / active EE | $72,464 | $33,118+118.8% | $44,959+61.2% | $16,358+343.0% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |