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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $2,246,327 |
BLUE TORCH CAPITAL LP2 years Service code 28 · EIN 35-2577360 | Investment Management | $1,394,972 |
Filed as: BARINGS LLC Service code 28 · EIN 51-0504477 | Investment Management | $794,723 |
ANGELO GORDON1 year Filed as: ANGELO GORDON & CO Service code 28 · EIN 13-3478879 | Investment Management | $735,081 |
OCP ASIA2 years Filed as: OCP ASIA LP Service code 28 · EIN 98-1396023 | Investment Management | $691,707 |
CASTLELAKE V LP3 years Service code 28 · EIN 82-1221295 | Investment Management | $663,124 |
JUNTO CAPITAL MANAGEMENT LP3 years Service code 28 · EIN 80-0920674 | Investment Management | $589,350 |
NB ALTERNATIVES ADVISERS LLC5+ years Service code 28 · EIN 30-0536163 | Investment Management | $557,598 |
CEVIAN CAPITAL LIMITED2 years Service code 28 · EIN 98-0374494 | Investment Management | $494,462 |
Service code 28 · EIN 13-3863161 | Investment Management | $482,712 |
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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 | $0 | $282,126-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 2.76% | 13.80%-11.0pp | 1087.39%-1084.6pp | 13.80%-11.0pp |
| Employer contribution / active EE | $547 | $10,386-94.7% | $42,245-98.7% | $10,386-94.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $120-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,639-100.0% | - |