Filed March 10, 2009 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: THACKERAY PARTNERS RLTY FUND V, LP Service code 28 5207 MCKINNEY AVE STE 200 · DALLAS, TX 75205 | Investment Management | $6,194,907 |
SIG4 years Service code 27 · EIN 52-1540171 | Advisory (Plan) | $5,999,212 |
Filed as: GREYSTAR THACKERAY RLTY FUND VI, LP Service code 28 5207 MCKINNEY AVE STE 200 · DALLAS, TX 75205 | Investment Management | $5,957,563 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $3,086,982 |
THACKERAY PARTNERS RLTY FUND IV, LP1 year Service code 28 · EIN 20-1944763 | Investment Management | $1,531,012 |
Filed as: PERFORMANCE VENTURE CAPITAL II LP Service code 28 · EIN 26-1895337 | Investment Management | $1,380,931 |
ARROWSTREET CAPITAL5 years Filed as: ARROWSTREET CAPITAL MANAGEMENT Service code 28 · EIN 04-3472863 | Investment Management | $808,907 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST Service code 21 · EIN 45-6138589 | Bank Trustee | $708,484 |
Filed as: TCW DIRECT LENDING VIII LLC Service code 10 515 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Accounting | $559,576 |
LBA REALTY1 year Service code 28 | Investment Management | $536,545 |
See 1 actuary disclosure with Solo.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $101,802-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 3.59% | 33.11%-29.5pp | 9.51%-5.9pp | 33.11%-29.5pp |
| Employer contribution / active EE | $1 | $9,000-100.0% | $23,377-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $14-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $769-100.0% | - |