Filed March 18, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $287,881 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $225,743 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $164,465 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $131,161 |
GOLDMAN SACHS4+ years Filed as: VISTA EQUITY PARTNERS FUND V, L.P. Service code 28 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $118,782 |
Filed as: NORTH HAVEN CREDIT PARTNERS II Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $107,427 |
Service code 28 · EIN 47-4084591 | Investment Management | $54,559 |
BLACKROCK4+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $23,367 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 | Securities Custodian | $18,465 |
GOLDMAN SACHS2 years Filed as: KSL CAPITAL PARTNERS III, L.P. Service code 28 · EIN 27-3821930 | Investment Management | $16,651 |
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Form 5500 reported that benefits due were not provided when due.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.58% | 16.96%-20.5pp | -102.04%+98.5pp | 73.13%-76.7pp |
| Employer contribution / active EE | $1,552 | $5,316-70.8% | $36,232-95.7% | $8,421-81.6% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |