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| Provider | Service type | Compensation |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP3 years Filed as: FORTRESS INVESTMENT GROUP LLC Service code 28 · EIN 20-5837959 | Investment Management | $5,000,611 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,604,461 |
BLUE TORCH CAPITAL LP2 years Filed as: BLUE TORCH CAPITAL Service code 28 430 PARK AVENUE · WESTPORT, CT 06902 | Investment Management | $2,458,892 |
Service code 28 · EIN 46-1394333 | Investment Management | $1,907,708 |
GOLDMAN SACHS3 years Filed as: METRIC CAPITAL PARTNERS LLP Service code 28 | Investment Management | $1,560,612 |
400 CAPITAL MANAGEMENT LLC5 years Service code 28 · EIN 26-3489627 | Investment Management | $1,324,228 |
Service code 28 · EIN 81-2437631 | Investment Management | $1,296,678 |
STONE POINT CAPITAL LLC4 years Service code 28 · EIN 20-2508799 | Investment Management | $1,290,920 |
Filed as: KENNEDY LEWIS INVESTMENT MANAGEMENT Service code 28 · EIN 81-4883841 | Investment Management | $1,192,511 |
OCP ASIA3 years Service code 28 | Investment Management | $1,091,757 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 11.91% | 9.65%+2.3pp | 8.93%+3.0pp | 9.65%+2.3pp |
| Employer contribution / active EE | $840 | $11,651-92.8% | $34,172-97.5% | $11,651-92.8% |
| Participant deferral / active EE | $0 | $1,161-100.0% | $44-100.0% | $1,161-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |