Diana Foster
Principal, Credit · Subsidiary
Base Salary
$400K
Target Total Cash
$872K
Unrealized Carry
$546K
Total Distributed
$0
Total Compensation Mix
Target Total
$1,014,950
Base Salary
Cash Bonus
Carry
Benefits
| Component | Est. Annual Value | % of Total | |
|---|---|---|---|
| Base Salary | $400,000 |
|
39.4% |
| Cash Bonus (at target) | $472,000 |
|
46.5% |
| Carry (unvested ÷ 4 yrs) | $68,250 |
|
6.7% |
| Benefits & Perks | $74,700 |
|
7.4% |
| Healthcare (firm share) | $25,200 | ||
| Dental & Vision | $2,400 | ||
| 401(k) Employer Match | $20,000 | ||
| 401(k) Profit Sharing | $8,000 | ||
| Life & LTD Insurance | $5,400 | ||
| Additional Perks (est.) | $13,700 | ||
| Target Total Compensation | $1,014,950 | 100% |
Benefit values are employer-cost estimates. Carry is annualized across a 4-year vesting period.
Bonus shown at target performance level.
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Total Rewards
Cash Compensation
$400K
Base Salary
$472,000
Target Bonus (118%)
$872,000
Target Total Cash
Principal Performance Bonus
Hybrid
Effective 2024-01-01
Payout Bands
$283,200
$472,000
$740,000
Meets
Exceeds
Outstanding
| Performance Level | % of Target | Bonus Amount | Total Cash |
|---|---|---|---|
| Meets | 60% | $283,200 | $683,200 |
| Exceeds (target) | 100% | $472,000 | $872,000 |
| Outstanding | 150% | $740,000 | $1,140,000 |
Performance Criteria
Primary: Credit underwriting accuracy, deal throughput, and individual performance rating (min. 3.5/5.0)
Secondary: Portfolio monitoring quality and analyst/associate development contributions
Benefits & Perks
Health Insurance
- Plan
- Gold PPO
- Coverage Tier
- Employee + Family
- Firm Pays
- 90% of premium
- Dental & Vision
- Included
401(k) Retirement
- Firm Match
- 100% on up to 5% of salary
- Profit Sharing
- +2% (discretionary)
- Max Firm Contribution
- $28,000/yr
Insurance & Leave
- Life Insurance
- 3× base salary ($1,200,000)
- Long-Term Disability
- 60% of salary
- PTO
- 25 days/year
Additional Perks
$750/mo transportation allowance
$2,500 annual financial planning stipend
gym & wellness membership
Carry & Vesting
Carry Grants (1)
| Grant # | Fund | Date | Allocation |
|---|---|---|---|
| CG-2021-0019 | SCO-III | 2021-06-01 | $546K |
Distributions
| Date | Fund | Net Amount | Status |
|---|---|---|---|
| No distributions. | |||
Vesting Schedule
| Date | Grant | Fund | Amount | Status |
|---|---|---|---|---|
| 2022-06-01 | CG-2021-0019 | SCO-III | $137K | Vested |
| 2023-06-01 | CG-2021-0019 | SCO-III | $137K | Vested |
| 2024-06-01 | CG-2021-0019 | SCO-III | $137K | Pending |
| 2025-06-01 | CG-2021-0019 | SCO-III | $137K | Pending |
Documents
| Filename | Grant | Status | Signed |
|---|---|---|---|
| CG-2021-0019-agreement.pdf | CG-2021-0019 | Signed | 2021-06-28 |