Filed December 16, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
SAGE PENSION RESOURCES, INC.9+ years Service code 11 · EIN 26-4419530 | Actuarial | $91,190 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN ADVISORY LLC Service code 27 · EIN 26-0680642 | Advisory (Plan) | $41,655 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $14,066 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $51,275-100.0% | $250,061-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 46.0%-46.0pp | 11.0%-11.0pp |
| Annual return | 6.72% | 8.93%-2.2pp | 7.82%-1.1pp | 8.21%-1.5pp |
| Employer contribution / active EE | $9,868 | $10,201-3.3% | $31,823-69.0% | $13,843-28.7% |
| Participant deferral / active EE | $0 | $958-100.0% | $365-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $2,259-100.0% | $18,503-100.0% | $1,652-100.0% |