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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 98-1217842 | Investment Management | $2,524,648 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $2,385,829 |
Service code 28 · EIN 26-3489627 | Investment Management | $2,378,322 |
GOLDMAN SACHS4 years Filed as: METRIC CAPITAL PARTNERS LP Service code 28 | Investment Management | $1,920,944 |
CASTLELAKE V LP4 years Service code 28 · EIN 82-1221295 | Investment Management | $1,399,393 |
BLUE TORCH CAPITAL LP3 years Service code 28 · EIN 35-2577360 | Investment Management | $1,345,748 |
QUAN VENTURE FUND II LP3 years Service code 28 · EIN 98-1432100 | Investment Management | $1,208,042 |
FORTRESS2 years Filed as: FORTRESS CREDIT OPPORTUNITIES V ADV Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $1,189,987 |
NB ALTERNATIVES ADVISERS LLC6+ years Service code 28 · EIN 30-0536163 | Investment Management | $1,126,035 |
Service code 28 · EIN 30-0966582 | Investment Management | $1,105,859 |
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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 | $439,512-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.0%0pp |
| Annual return | 28.35% | 13.51%+14.8pp | 9.07%+19.3pp | 13.51%+14.8pp |
| Employer contribution / active EE | $62 | $8,170-99.2% | $46,116-99.9% | $8,170-99.2% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $147,323-100.0% | - |