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| Provider | Service type | Compensation |
|---|---|---|
TIGER PACIFIC OFFSHORE FUND LTD2+ years Service code 52 | Indirect Investment Fees | $15,013 |
NORTHERN TRUST COMPANY2+ years Service code 52 · EIN 36-1561860 | Indirect Investment Fees | $3,091 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 59 · EIN 94-1347393 | Shareholder Servicing | $2,978 |
Service code 52 · EIN 20-4513063 | Indirect Investment Fees | $2,829 |
SILVER POINT CAPITAL1+ years Filed as: SILVER POINT CAPITAL LP Service code 68 · EIN 22-3849636 | Soft dollars commissions | $0 |
Filed as: TIGER PACIFIC Service code 52 | Indirect Investment Fees | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 5.55% | 5.09%+0.5pp | 4.74%+0.8pp | 7.18%-1.6pp |
| Employer contribution / active EE | $9,615 | $33,192-71.0% | $46,220-79.2% | $13,095-26.6% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |