Filed April 3, 2025 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES7+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $318,901 |
FOSTER & FOSTER4 years Service code 11 · EIN 59-1921114 | Actuarial | $101,318 |
WEDGE CAPITAL MANAGEMENT6 years Service code 28 · EIN 56-1557450 | Investment Management | $35,253 |
SAWGRASS ASSET MANAGEMENT7+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 28 · EIN 59-3488505 | Investment Management | $30,373 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 3.67% | 15.63%-12.0pp | 4.92%-1.2pp | 15.63%-12.0pp |
| Employer contribution / active EE | $7,235 | $11,476-37.0% | $39,114-81.5% | $11,476-37.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |