| Provider | Service type | Compensation |
|---|---|---|
TIGER GLOBAL1+ years Filed as: TIGER GLOBAL MANAGEMENT, LLC Service code 28 9 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $30,890,972 |
Filed as: GENERATION INVESTMENT MGMT U.S. LLP Service code 51 · EIN 98-0430817 | Investment Mgmt Fees | $7,496,873 |
PIMCO FUNDS1+ years Filed as: PIMCO LLC Service code 27 · EIN 33-0629048 | Advisory (Plan) | $4,745,851 |
CANTILLON CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 14-1875682 | Investment Management | $3,324,996 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $2,835,601 |
BRIGADE CAPITAL MANAGEMENT, LP1+ years Service code 28 · EIN 20-4895879 | Investment Management | $2,522,060 |
Service code 28 540 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $2,230,386 |
J.C. FLOWERS AND CO. LLC1+ years Filed as: J.C. FLOWERS II L.P. Service code 28 · EIN 98-0494093 | Investment Management | $2,205,811 |
EDGEWOOD MANAGEMENT LLC1+ years Service code 51 · EIN 20-4441790 | Investment Mgmt Fees | $2,007,328 |
GOLDMAN SACHS1+ years Filed as: SEARCHLIGHT CAPITAL, LP Service code 51 · EIN 27-2701140 | Investment Mgmt Fees | $2,005,572 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | 0.34% | 3.03%-2.7pp | -0.81%+1.1pp | -0.08%+0.4pp |
| Employer contribution / active EE | $0 | $7,443-100.0% | $38,425-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |