Filed October 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES4+ years Filed as: SAGE ADVISORY Service code 28 5900 SOUTHWEST PKWY 100 · AUSTIN, TX 78735 | Investment Management | $190,825 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 28 500 LAKE COOK ROAD · DEERFIELD, IL 60015 | Investment Management | $104,897 |
BOKF, NA4+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $43,689 |
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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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -1.43% | -3.37%+1.9pp | -61.72%+60.3pp | 0.19%-1.6pp |
| Employer contribution / active EE | $33,356 | $36,881-9.6% | $47,703-30.1% | $13,763+142.4% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |