Filed April 3, 2025 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SAWGRASS ASSET MANAGEMENT1+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 · EIN 59-3488505 | Investment Management | $200,992 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $199,153 |
FOUNDATION RESOURCE MANAGEMENT1+ years Filed as: FOUNDATION RESOURCE MANAGEMENT, LLC Service code 28 · EIN 71-0714016 | Investment Management | $61,141 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $41,122 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -0.71% | -1.94%+1.2pp | -2.52%+1.8pp | 1.67%-2.4pp |
| Employer contribution / active EE | $8,492 | $10,838-21.6% | $82,375-89.7% | $10,506-19.2% |
| Participant deferral / active EE | $0 | $627-100.0% | $201-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |