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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $2,210,928 |
ANGELO GORDON4+ years Filed as: ANGELO, GORDON & CO Service code 28 · EIN 13-3478879 | Investment Management | $1,003,642 |
FIRST RESERVE OLD CLEM GP, L.P.4+ years Filed as: FIRST RESERVE ADVISORS, LLC Service code 28 · EIN 98-1046104 | Investment Management | $800,111 |
BLUE TORCH CAPITAL LP1 year Service code 28 · EIN 32-0535542 | Investment Management | $590,293 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON ASSET MGMT Service code 28 · EIN 61-6506892 | Investment Management | $587,245 |
Filed as: EAGLE CAPITAL MGMT Service code 28 · EIN 22-3361201 | Investment Management | $585,887 |
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $580,108 |
INDABA CAPITAL MANAGEMENT LP3 years Service code 28 · EIN 27-1639439 | Investment Management | $572,171 |
CEVIAN CAPITAL LIMITED1 year Service code 28 · EIN 98-0374494 | Investment Management | $565,694 |
GOLDMAN SACHS2 years Filed as: METRIC CAPITAL PARTNERS LP Service code 28 | Investment Management | $519,120 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 3.03% | 18.43%-15.4pp | 14.64%-11.6pp | 24.48%-21.4pp |
| Employer contribution / active EE | $630 | $6,699-90.6% | $41,831-98.5% | $9,418-93.3% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |