Filed April 3, 2025 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES6+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $285,025 |
FOSTER & FOSTER3 years Service code 11 · EIN 59-1921114 | Actuarial | $102,450 |
SAWGRASS ASSET MANAGEMENT6+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 · EIN 59-3488505 | Investment Management | $54,001 |
WEDGE CAPITAL MANAGEMENT5 years Service code 28 · EIN 56-1557450 | Investment Management | $50,282 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 16.61% | 12.86%+3.7pp | 21681.50%-21664.9pp | 12.86%+3.7pp |
| Employer contribution / active EE | $23,963 | $13,687+75.1% | $87,430-72.6% | $13,687+75.1% |
| Participant deferral / active EE | $0 | $833-100.0% | $70-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |