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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: ANCHORAGE CAP PARTNERS Service code 52 | Indirect Investment Fees | $15,347 |
Filed as: TIGER PACIFIC CAPITAL Service code 28 · EIN 90-0885967 | Investment Management | $10,313 |
AETHER REAL ASSETS I, LP1+ years Service code 52 | Indirect Investment Fees | $8,596 |
AETHER REAL ASSETS I, LP1+ years Filed as: AETHER REAL ASSETS III, LP Service code 52 | Indirect Investment Fees | $8,500 |
AETHER REAL ASSETS I, LP1+ years Filed as: AETHER REAL ASSETS I LP Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $0 |
AETHER REAL ASSETS I, LP1+ years Filed as: AETHER REAL ASSETS III LP Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $0 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: ANCHORAGE CAP PARTNERS OFFSHORE LTD Service code 52 · EIN 98-0418058 | Indirect Investment Fees | $0 |
COATUE CAPITAL LLC1+ years Service code 28 · EIN 13-4078095 | Investment Management | $0 |
DELAWARE INVESTMENTS1+ years Filed as: MACQUARIE SECURITIES GROUP Service code 68 · EIN 98-0141094 | Soft dollars commissions | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -4.86% | -0.16%-4.7pp | -1.68%-3.2pp | 2.81%-7.7pp |
| Employer contribution / active EE | $65,168 | $33,118+96.8% | $44,959+45.0% | $16,358+298.4% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |