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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TIGER PACIFIC OFFSHORE FUND Service code 28 | Investment Management | $15,625 |
WESTWOOD TRUST1 year Filed as: WESTWOOD EMERGING MARKET FUND Service code 28 · EIN 13-3160186 | Investment Management | $13,250 |
TIGER PACIFIC OFFSHORE FUND LTD4+ years Service code 28 | Investment Management | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -6.90% | -3.37%-3.5pp | -61.72%+54.8pp | 0.19%-7.1pp |
| Employer contribution / active EE | $11,236 | $36,881-69.5% | $47,703-76.4% | $13,763-18.4% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |