Filed April 3, 2025 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
SAGE ADVISORY SERVICES9+ years Filed as: SAGE ADVISORY Service code 28 · EIN 74-2798841 | Investment Management | $334,138 |
FOSTER & FOSTER6 years Service code 11 · EIN 59-1921114 | Actuarial | $35,246 |
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 | $13,363-100.0% | $2,703,652-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 7.7%-7.7pp | 2.2%-2.2pp |
| Annual return | 12.80% | 9.11%+3.7pp | 7.26%+5.5pp | 9.11%+3.7pp |
| Employer contribution / active EE | $5,414 | $12,231-55.7% | $34,949-84.5% | $12,231-55.7% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $86-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |