Filed April 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $81,421 |
US BANK3+ years Service code 25 · EIN 41-6271370 | Directed Trustee | $53,539 |
GRAHAM GLOBAL INV II1 year Service code 28 · EIN 42-0867219 | Investment Management | $35,796 |
INVESTEC ASSET MANAGEMENT3+ years Filed as: INVESTEC ASSET MANAGEMENT NA Service code 28 666 FIFTH AVENUE · NEW YORK, NY 10103 | Investment Management | $9,313 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS GROUP UK LTD Service code 28 | Investment Management | $9,058 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $157,995-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.3%-41.3pp | 0.0%0pp |
| Annual return | 9.67% | 33.37%-23.7pp | 83.75%-74.1pp | 33.37%-23.7pp |
| Employer contribution / active EE | $6,522 | $11,253-42.0% | $41,592-84.3% | $11,253-42.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $77-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $678-100.0% | $99,113-100.0% |