Filed April 3, 2025 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES8+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $323,049 |
FOSTER & FOSTER5 years Service code 11 · EIN 59-1921114 | Actuarial | $10,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $2,278,297-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 5.6%-5.6pp | 1.5%-1.5pp |
| Annual return | -17.92% | 23.41%-41.3pp | 111.29%-129.2pp | 23.41%-41.3pp |
| Employer contribution / active EE | $32,476 | $12,650+156.7% | $46,003-29.4% | $12,650+156.7% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $62-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $0 | $14,884-100.0% |