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 |
|---|---|---|
NM INVESTMENT MGMT CO5+ years Service code 28 · EIN 45-2034777 | Investment Management | $6,290,337 |
BELLWETHER CONSULTING LLC5+ years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $71,124 |
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 | SANCHEZ ENERGY CORP | — | 1000 MAIN STREET SUITE 3000 HOUSTON, TX 77002 | — |
| Part 1 Loan in default | COUNTRY FRESH HOLDINGS, LLC | — | 3200 RESEARCH FOREST DR. SUITE A5 THE WOODLANDS, TX 77381 | — |
| Part 1 Loan in default | OZ MIDCO AS | — | — | — |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $568,132-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 19.25% | 16.24%+3.0pp | 14.64%+4.6pp | 1023.85%-1004.6pp |
| Employer contribution / active EE | $0 | $16,860-100.0% | $41,831-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $200-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | - |