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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 82-1542673 | Investment Management | $4,639,494 |
LOGAN CIRCLE PARTNERS, LP2 years Filed as: FORTRESS INVESTMENT GROUP LLC Service code 28 · EIN 20-5837959 | Investment Management | $3,877,526 |
BLUE TORCH CAPITAL LP1 year Filed as: BLUE TORCH CAPITAL Service code 28 · EIN 35-2577360 | Investment Management | $2,759,214 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,522,290 |
ARDIAN5 years Service code 28 | Investment Management | $1,415,987 |
SILVER OAK SECURITIES. INC3 years Filed as: SILVER LAKE PARTNERS LP Service code 28 9 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $1,359,242 |
400 CAPITAL MANAGEMENT LLC4 years Service code 28 · EIN 26-3489627 | Investment Management | $1,340,639 |
HARBOURVEST PARTNERS LP5 years Service code 28 · EIN 74-3130888 | Investment Management | $1,313,932 |
GOLDMAN SACHS2 years Filed as: BALANCE POINT CAPITAL Service code 28 285 RIVERSIDE AVENUE · WESTPORT, CT 06880 | Investment Management | $1,305,351 |
Filed as: BARINGS LLC Service code 28 340 MADISON AVENUE · NEW YORK, NY 10173 | Investment Management | $1,007,967 |
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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 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 13.76% | 8.85%+4.9pp | 8.41%+5.3pp | 8.85%+4.9pp |
| Employer contribution / active EE | $824 | $8,529-90.3% | $41,333-98.0% | $8,529-90.3% |
| Participant deferral / active EE | $0 | $399-100.0% | $40-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |