Filed October 13, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES7+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $194,504 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 28 500 LAKE COOK ROAD · DEERFIELD, IL 60015 | Investment Management | $127,904 |
BOKF, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $45,484 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | -16.44% | 7.36%-23.8pp | 9.78%-26.2pp | 13.24%-29.7pp |
| Employer contribution / active EE | $61,248 | $40,685+50.5% | $46,889+30.6% | $14,616+319.0% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |