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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2 years Filed as: THOMPSON STREET CAPITAL PARTNERS V Service code 28 · EIN 82-4416208 | Investment Management | $36,800 |
LITTLEJOHN FUND VI LP2 years Service code 52 · EIN 06-1453035 | Indirect Investment Fees | $32,670 |
Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 28 · EIN 04-3304963 | Investment Management | $31,815 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND CO LP Service code 51 · EIN 42-3200030 | Investment Mgmt Fees | $17,032 |
Filed as: BARINGS N.A. AMERICAN PRIVATE LOAN Service code 51 | Investment Mgmt Fees | $16,875 |
AETHER REAL ASSETS I, LP7+ years Filed as: AETHER REAL ASSETS I LP Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $6,875 |
AETHER REAL ASSETS I, LP7+ years Filed as: AETHER REAL ASSETS III LP Service code 52 · EIN 26-3250836 | Indirect Investment Fees | $5,145 |
Filed as: HBK MULTI STRATEGY OFFSHORE FUND LT Service code 13 | Contract Administrator | $2,072 |
Filed as: BARINGS N.A. AMERICA PRIVATE LOAN Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $0 |
Filed as: CAUSEWAY MULTI FUND LLC EMERGING MA Service code 51 · EIN 95-4861680 | Investment Mgmt Fees | $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 | $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 | 13.67% | 7.94%+5.7pp | 9.78%+3.9pp | 11.84%+1.8pp |
| Employer contribution / active EE | $67,052 | $42,390+58.2% | $46,889+43.0% | $17,339+286.7% |
| 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% |