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 LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $291,452 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $236,706 |
GQG PARTNERS LLC2 years Filed as: GQG Service code 28 · EIN 58-1428634 | Investment Management | $230,179 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-1452020 | Investment Management | $131,599 |
NORTHERN TRUST COMPANY2 years Service code 18 · EIN 36-2723087 | Securities brokerage commissions and ... | $131,376 |
KENNEDY CAPITAL MANAGEMENT2 years Filed as: KENNEDY LEWIS MANAGEMENT LP Service code 28 111 WEST 33RD STREET · NEW YORK, NY 10120 | Investment Management | $130,095 |
GOLDMAN SACHS7+ years Filed as: VISTA EQUITY PARTNERS FUND V, L.P. Service code 28 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $107,344 |
GOLDMAN SACHS3 years Filed as: VISTA EQUITY PARTNERS FUND VII, L.P Service code 28 FOUR EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $62,236 |
Service code 28 · EIN 47-4084591 | Investment Management | $58,523 |
GOLDMAN SACHS5 years Filed as: KSL CAPITAL PARTNERS III, L.P. Service code 28 · EIN 27-3821930 | Investment Management | $51,709 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 17.24% | 35.98%-18.7pp | 10.75%+6.5pp | 15.63%+1.6pp |
| Employer contribution / active EE | $1,176 | $8,396-86.0% | $35,170-96.7% | $11,476-89.8% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |