Filed April 23, 1991
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.
| Provider | Service type | Compensation |
|---|---|---|
BELLWETHER CONSULTING LLC1+ years Service code 70 · EIN 22-3784192 PO BOX 31 · MILLBURN, NJ 07041 | Consulting Fees | $65,228 |
NM INVESTMENT MGMT CO1+ years Service code 28 · EIN 45-2034777 | Investment Management | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 1 Loan in default | ASCENT RESOURCES LLC | — | 3501 NW 63RD ST OKLAHOMA CITY, OK 73116 | — |
| Part 1 Loan in default | PATRIOT COAL CORP | — | 63 CORPORATE CENTER DR SCOTT DEPOT, WV 25560 | — |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.33% | 3.11%-2.8pp | -0.81%+1.1pp | 3.11%-2.8pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $38,425-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $315-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |