Filed October 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY Service code 28 5900 SOUTHWEST PKWY 100 · AUSTIN, TX 78735 | Investment Management | $145,468 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 500 LAKE COOK ROAD · DEERFIELD, IL 60015 | Investment Management | $111,289 |
BOKF, NA1+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $38,530 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -1.48% | -2.09%+0.6pp | -1.68%+0.2pp | -0.60%-0.9pp |
| Employer contribution / active EE | $32,809 | $29,352+11.8% | $44,959-27.0% | $12,272+167.3% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |