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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BROOKFIELD CAP PARTNERS FUND IV LP Service code 28 | Investment Management | $1,823,468 |
BRIDGEWATER3+ years Filed as: BRIDGEWATER ASSOCIATES, LP Service code 28 ONE GLENDINNING PLACE · WESTPORT, CT 06880 | Investment Management | $1,545,102 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $1,036,239 |
TPG OPPORTUNITIES PARTNERS2 years Service code 28 · EIN 45-2581159 | Investment Management | $908,586 |
BENESYS, INC.3+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $783,458 |
Service code 28 · EIN 98-1231273 | Investment Management | $586,499 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $508,627 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $477,050 |
NORTH SKY CAPITAL LLC1 year Filed as: NORTH SKY CAPITAL, LLC Service code 28 · EIN 20-2249684 | Investment Management | $465,483 |
GOLDMAN SACHS3+ years Filed as: SEIZERT CAPITAL PARTNERS, LLC Service code 28 · EIN 38-3553488 | Investment Management | $391,724 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.52% | 73.13%-63.6pp | -752.26%+761.8pp | 73.13%-63.6pp |
| Employer contribution / active EE | $19,495 | $8,421+131.5% | $31,802-38.7% | $8,421+131.5% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |