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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5+ years Filed as: VISTA EQUITY PARTNERS FUND V, L.P. Service code 28 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $589,567 |
Service code 11 · EIN 53-0181291 | Actuarial | $382,278 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $172,277 |
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $165,914 |
Filed as: NORTH HAVEN CREDIT PARTNERS II Service code 28 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $121,646 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $103,372 |
Service code 28 · EIN 47-4084591 | Investment Management | $62,457 |
GAMUT INVESTMENT FUND I1 year Filed as: GAMUT CAPITAL MANAGEMENT, LP Service code 28 | Investment Management | $53,178 |
GOLDMAN SACHS1 year Filed as: VISTA EQUITY PARTNERS FUND VII, L.P Service code 28 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $46,411 |
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $35,436 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 15.01% | 1023.85%-1008.8pp | 20.73%-5.7pp | 1023.85%-1008.8pp |
| Employer contribution / active EE | $2,204 | $11,605-81.0% | $36,503-94.0% | $11,605-81.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |