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| Provider | Service type | Compensation |
|---|---|---|
TIGER GLOBAL5 years Filed as: TIGER GLOBAL MANAGEMENT LLC Service code 28 | Investment Management | $9,188,513 |
Filed as: GENERATION INVESTMENT MGMT U.S. LLP Service code 28 · EIN 81-5242102 | Investment Management | $4,999,820 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 14 · EIN 13-4994650 | Plan Administrator | $4,137,880 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 27 · EIN 33-0629048 | Advisory (Plan) | $3,964,583 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $3,148,899 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $2,839,616 |
HONY CAPITAL FUND V, LP6+ years Service code 28 | Investment Management | $2,725,005 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $2,500,001 |
CANTILLON CAPITAL MANAGEMENT LLC6+ years Service code 28 · EIN 14-1875682 | Investment Management | $2,338,643 |
Service code 28 · EIN 48-1140940 | Investment Management | $2,284,829 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 20.32% | 17.85%+2.5pp | 9.52%+10.8pp | 13.80%+6.5pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $41,951-100.0% | $10,386-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |