Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES5+ years Filed as: SAGE Service code 28 · EIN 74-2798841 | Investment Management | $61,342 |
Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $41,476 |
BLACKSTONE3 years Filed as: BLACKSTONE TAC OPPS FUND II LP Service code 28 · EIN 47-2147676 | Investment Management | $6,763 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 19.85% | 13.54%+6.3pp | 13.48%+6.4pp | 16.32%+3.5pp |
| Employer contribution / active EE | $55,008 | $37,659+46.1% | $47,067+16.9% | $17,007+223.4% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |