Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES1 year Service code 28 · EIN 74-2798841 | Investment Management | $141,033 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC. Service code 28 · EIN 13-3200244 | Investment Management | $50,229 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $5,927 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 13.63% | 6915.14%-6901.5pp | 380.71%-367.1pp | 627.08%-613.5pp |
| Employer contribution / active EE | $56,768 | $39,618+43.3% | $45,089+25.9% | $18,824+201.6% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |