Filed June 9, 2022
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES4 years Service code 28 · EIN 74-2798841 | Investment Management | $174,988 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 28 · EIN 13-3200244 | Investment Management | $133,357 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $39,615 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 13.75% | 10.25%+3.5pp | 35.16%-21.4pp | 22.81%-9.1pp |
| Employer contribution / active EE | $68,968 | $45,684+51.0% | $46,401+48.6% | $18,290+277.1% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |