Filed April 3, 2025 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES5+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $194,409 |
FOSTER & FOSTER2 years Service code 11 · EIN 59-1921114 | Actuarial | $85,971 |
WEDGE CAPITAL MANAGEMENT4 years Service code 28 · EIN 56-1557450 | Investment Management | $57,283 |
SAWGRASS ASSET MANAGEMENT5+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 · EIN 59-3488505 | Investment Management | $56,726 |
NEWPORT GROUP, INC.3 years Filed as: MATRIX FINANCIAL SOLUTIONS, INC. Service code 19 · EIN 20-1591048 | Securities Custodian | $8,696 |
Employer contribution per participant 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 | $341,093,897-100.0% | - | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 19.23% | 21.83%-2.6pp | 12.90%+6.3pp | 21.83%-2.6pp |
| Employer contribution / active EE | $3,160 | $12,237-74.2% | $53,929-94.1% | $12,237-74.2% |
| Participant deferral / active EE | $0 | $987-100.0% | $78-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | - | $1,551,325-100.0% |