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 LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $274,676 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $148,259 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $108,190 |
Filed as: KENNEDY LEWIS MANAGEMENT LP Service code 28 111 WEST 33RD STREET · NEW YORK, NY 10120 | Investment Management | $88,400 |
GOLDMAN SACHS6+ years Filed as: VISTA EQUITY PARTNERS FUND V, L.P. Service code 28 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $73,832 |
NORTHERN TRUST COMPANY1 year Service code 59 · EIN 36-2723087 | Shareholder Servicing | $69,121 |
GOLDMAN SACHS4 years Filed as: KSL CAPITAL PARTNERS III, L.P. Service code 28 · EIN 27-3821930 | Investment Management | $60,187 |
Service code 28 · EIN 47-4084591 | Investment Management | $59,624 |
GOLDMAN SACHS2 years Filed as: VISTA EQUITY PARTNERS FUND VII, L.P Service code 28 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $56,576 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $55,913 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 9.95% | 12.77%-2.8pp | 90.61%-80.7pp | 12.86%-2.9pp |
| Employer contribution / active EE | $2,470 | $8,963-72.4% | $32,730-92.5% | $13,687-82.0% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |