Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES3 years Service code 28 · EIN 74-2798841 | Investment Management | $157,093 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 28 · EIN 13-3200244 | Investment Management | $133,449 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $114,077 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -13.94% | -11.16%-2.8pp | 10.22%-24.2pp | 39.82%-53.8pp |
| Employer contribution / active EE | $63,433 | $48,316+31.3% | $51,212+23.9% | $19,980+217.5% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |