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| Provider | Service type | Compensation |
|---|---|---|
MIDDLEGROUND CAPITAL1 year Service code 28 1500 ARISTIDES BLVD · LEXINGTON, KY 40511 | Investment Management | $556,593 |
Filed as: GRYPHON INVESTORS Service code 28 ONE MARITIME PLAZA, SUITE 2300 · SAN FRANCISCO, CA 94111 | Investment Management | $149,557 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $42,329 |
GOLDMAN SACHS1 year Filed as: ROTUNDA CAPITAL PARTNERS Service code 28 4747 BETHESDA AVENUE · BETHESDA, MA 20814 | Investment Management | $42,144 |
GRAYCLIFF PARTNERS LP1 year Filed as: GRAYCLIFF PARTNERS Service code 28 500 FIFTH AVENUE, 47TH FLOOR · NEW YORK, NY 10110 | Investment Management | $40,460 |
GREENBRIAR EQUITY GROUP LLC2 years Filed as: GREENBRIAR PARTNERS Service code 28 · EIN 13-4089194 P O BOX 4008 · TALLAHASSEE, FL 32315 | Investment Management | $12,062 |
HCI-EBS, INC.1 year Filed as: HCI EQUITY PARTNERS Service code 28 1730 PENNSYLVANIA AVENUE, NW · WASHINGTON, DC 20006 | Investment Management | $10,391 |
Filed as: RAINIER PARTNERS Service code 28 1111 THIRD AVENUE · SEATTLE, WA 98101 | Investment Management | $9,315 |
ROCHE HOLDINGS7+ years Service code 28 · EIN 51-0304944 | Investment Management | $8,300 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | 16.14% | 9.11%+7.0pp | 35.16%-19.0pp | 9.11%+7.0pp |
| Employer contribution / active EE | $1,172 | $12,231-90.4% | $46,401-97.5% | $12,231-90.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $72-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |