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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HBK MULTI-STRATEGY OFFSHORE FUND LT Service code 13 | Contract Administrator | $1,234 |
Filed as: CAUSEWAY MULTI FUND LLC Service code 51 · EIN 95-4861680 | Investment Mgmt Fees | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -25.68% | -11.16%-14.5pp | 10.22%-35.9pp | 39.82%-65.5pp |
| Employer contribution / active EE | $14,634 | $48,316-69.7% | $51,212-71.4% | $19,980-26.8% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |