Filed October 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY Service code 28 5900 SOUTHWEST PKWY 100 · AUSTIN, TX 78735 | Investment Management | $162,846 |
BOKF, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $125,080 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 28 500 LAKE COOK ROAD · DEERFIELD, IL 60015 | Investment Management | $90,893 |
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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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 4.01% | 5.09%-1.1pp | 4.74%-0.7pp | 7.18%-3.2pp |
| Employer contribution / active EE | $34,352 | $33,192+3.5% | $46,220-25.7% | $13,095+162.3% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |