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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TIGER PACIFIC OFFSHORE FUND Service code 28 | Investment Management | $22,747 |
WESTWOOD TRUST1 year Filed as: WESTWOOD EMERGING MARKETS FUND Service code 28 · EIN 13-3160186 | Investment Management | $15,736 |
TIGER PACIFIC OFFSHORE FUND LTD5+ years Service code 28 | Investment Management | $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 | $1,557,172-100.0% | $346,182-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 52.1%-52.1pp | 1.2%-1.2pp |
| Annual return | 21.35% | 17.70%+3.6pp | 13.48%+7.9pp | 53.27%-31.9pp |
| Employer contribution / active EE | $11,673 | $40,511-71.2% | $47,067-75.2% | $14,774-21.0% |
| Participant deferral / active EE | $0 | $17,273-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $8,714-100.0% | $14,572-100.0% | $13,289-100.0% |