Filed August 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES1+ years Filed as: SAGE VIEW Service code 16 1920 MAIN STREET · IRVINE, CA 92614 | Consulting | $40,000 |
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PKF Service code 10 2020 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Accounting | $13,684 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,232 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,202 | $72,770+26.7% | $67,652+36.3% | $55,191+67.1% |
| Participation rate | 81.1% | 78.8%+2.4pp | 75.7%+5.5pp | 69.2%+12.0pp |
| Annual return | 1.88% | -3.26%+5.1pp | 6625.40%-6623.5pp | 10.78%-8.9pp |
| Employer contribution / active EE | $1,151 | $1,769-34.9% | $2,266-49.2% | $1,899-39.4% |
| Participant deferral / active EE | $6,565 | $3,408+92.6% | $3,560+84.4% | $3,046+115.5% |
| Admin fee / account holder | $67 | $79-14.8% | $4,821-98.6% | $91-26.1% |