Filed April 3, 2025 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES3+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $95,756 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 · EIN 13-3954297 | Actuarial | $76,905 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 · EIN 56-1557450 | Investment Management | $52,407 |
SAWGRASS ASSET MANAGEMENT3+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 · EIN 59-3488505 | Investment Management | $52,163 |
FOSTER & FOSTER1 year Filed as: FOSTER & FOSTER, INC. Service code 33 13420 PARKER COMMONS BLVD · FORT MYERS, FL 33912 | Other services; Distribution (12b-1) ... | $44,037 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 33 · EIN 20-1591048 | Sub-transfer agency fees; Other servi... | $9,765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $1,637,423-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 13.77% | 17.84%-4.1pp | 15.63%-1.9pp | 17.84%-4.1pp |
| Employer contribution / active EE | $32,114 | $14,688+118.6% | $56,677-43.3% | $14,688+118.6% |
| Participant deferral / active EE | $0 | $770-100.0% | $93-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |