Filed October 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY Service code 28 5900 SOUTHWEST PKWY 100 · AUSTIN, TX 78735 | Investment Management | $180,074 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 28 500 LAKE COOK ROAD · DEERFIELD, IL 60015 | Investment Management | $102,877 |
BOKF, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $94,157 |
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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 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 26.39% | 12.03%+14.4pp | 14.41%+12.0pp | 23.90%+2.5pp |
| Employer contribution / active EE | $33,929 | $30,615+10.8% | $45,283-25.1% | $16,539+105.1% |
| Participant deferral / active EE | $0 | $1,355-100.0% | $125-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |