| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5+ years Filed as: GOLDMAN SACHS VINTAGE VII Service code 28 · EIN 46-0520687 | Investment Management | $1,118,669 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 10 · EIN 13-4994650 | Accounting | $1,111,938 |
CITADEL KENSINGTON5+ years Service code 28 | Investment Management | $927,064 |
NEUBERGER BERMAN5+ years Filed as: NB SECONDARY OPPORTUNITIES FUND IV Service code 32 | Investment management fees paid direc... | $746,739 |
TOWERBROOK INVESTORS III LP4 years Filed as: TOWERBROOK INVESTORS V, LP Service code 28 | Investment Management | $742,809 |
Filed as: DE SHAW VALENCE FUND Service code 28 · EIN 98-0351535 | Investment Management | $698,468 |
Service code 28 | Investment Management | $646,343 |
LSV ASSET MANAGEMENT2 years Filed as: LSV EQUITY Service code 28 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Investment Management | $587,619 |
Filed as: GRYPHON PARTNERS VI, LP Service code 28 ONE MARITIME PLAZA, SUITE 2300 · SAN FRANCISCO, CA 94111 | Investment Management | $575,497 |
DE SHAW COMPOSITE INTL FUND5+ years Service code 28 · EIN 98-0351535 | Investment Management | $529,776 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $848,047-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 10.96% | 9.11%+1.9pp | 5.63%+5.3pp | 9.11%+1.9pp |
| Employer contribution / active EE | $32,216 | $12,231+163.4% | $36,086-10.7% | $12,231+163.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $0 | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $0 | $125-100.0% |