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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: THOMPSON STREET CAPITAL PARTNERS V Service code 28 · EIN 82-4416208 | Investment Management | $36,880 |
Filed as: VAUGHAN NELSON INV MANAGEMENT Service code 28 · EIN 04-3304963 | Investment Management | $12,637 |
Filed as: HBK MULTI-STRATEGY OFFSHORE FUND LT Service code 13 | Contract Administrator | $1,165 |
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Employer contribution per participant 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 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 8.48% | 7.94%+0.5pp | 9.78%-1.3pp | 11.84%-3.4pp |
| Employer contribution / active EE | $13,575 | $42,390-68.0% | $46,889-71.0% | $17,339-21.7% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |