| Provider | Service type | Compensation |
|---|---|---|
Filed as: DE SHAW VALENCE FUND Service code 28 · EIN 98-0351535 | Investment Management | $1,662,201 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 10 · EIN 13-4994650 | Accounting | $1,548,339 |
DE SHAW COMPOSITE INTL FUND6+ years Service code 28 · EIN 98-0351535 | Investment Management | $1,103,422 |
JEFFERIES LLC1 year Filed as: JEFFERIES INTERNATIONAL LIMITED Service code 27 | Advisory (Plan) | $952,034 |
GOLDMAN SACHS6+ years Filed as: GOLDMAN SACHS VINTAGE VII Service code 28 · EIN 46-0520687 | Investment Management | $925,832 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $827,975 |
RELATED FUND MANAGEMENT, LLC4 years Filed as: RELATED FUND MANAGER CORE SMA Service code 28 30 HUDSON YARDS · NEW YORK, NY 10001 | Investment Management | $603,318 |
CITADEL KENSINGTON6+ years Service code 28 | Investment Management | $543,014 |
Filed as: PARTNERS GROUP REAL ESTATE SEC 2017 Service code 28 THE GRACE BUILDING · NEW YORK, NY 10036 | Investment Management | $534,582 |
MAGNETAR CONSTELLATION FUND6+ years Service code 28 | Investment Management | $403,615 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 4.33% | 9.30%-5.0pp | 5.62%-1.3pp | 9.30%-5.0pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $37,825-100.0% | $12,551-100.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $0 | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |