Filed April 3, 2025 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SAWGRASS ASSET MANAGEMENT2+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 · EIN 59-3488505 | Investment Management | $183,807 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $91,975 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $46,247 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC Service code 33 · EIN 20-1591048 | Securities brokerage; Other services;... | $27,058 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 · EIN 56-1557450 | Investment Management | $9,895 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 6.17% | 7.66%-1.5pp | 2.08%+4.1pp | 9.19%-3.0pp |
| Employer contribution / active EE | $11,506 | $9,651+19.2% | $47,324-75.7% | $12,608-8.7% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |