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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: THOMPSON STREET CAPITAL PARTNERS Service code 28 · EIN 82-4416208 | Investment Management | $40,000 |
WESTWOOD TRUST3 years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $30,128 |
Filed as: TIGER PACIFIC CAPITAL OFFSHORE FUND Service code 72 | Other investment fees and expenses | $13,902 |
Service code 28 | Investment Management | $8,845 |
AETHER REAL ASSETS I, LP5+ years Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $7,140 |
AETHER REAL ASSETS I, LP5+ years Filed as: AETHER REAL ASSETS III, LP Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $7,125 |
Filed as: CANYON VALUE REALIZAION FUND Service code 52 | Indirect Investment Fees | $0 |
Filed as: TIGER PACIFIC Service code 72 | Other investment fees and expenses | $0 |
Filed as: TIGER PACIFIC OFFSHORE FUND Service code 28 | Investment Management | $0 |
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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 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 17.68% | 13.54%+4.1pp | 13.48%+4.2pp | 16.32%+1.4pp |
| Employer contribution / active EE | $107,138 | $37,659+184.5% | $47,067+127.6% | $17,007+530.0% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |