Filed January 28, 2002 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
CERBERUS1+ years Service code 28 · EIN 58-2672907 | Investment Management | $2,157,552 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $1,628,627 |
FORTRESS1+ years Service code 28 · EIN 27-0354752 | Investment Management | $1,592,424 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,319,303 |
ANGELO GORDON1+ years Service code 28 · EIN 51-0434947 | Investment Management | $1,049,457 |
DUNE RE1+ years Service code 21 · EIN 80-0881180 | Bank Trustee | $940,447 |
HAMPSHIRE1+ years Service code 21 · EIN 27-1418730 | Bank Trustee | $639,977 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $614,843 |
NORTHWOOD1+ years Service code 28 · EIN 80-0951268 | Investment Management | $589,967 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 04-6529678 | Direct payment from the plan; Investm... | $564,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $313,292-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -0.90% | 3.11%-4.0pp | -2.79%+1.9pp | 3.11%-4.0pp |
| Employer contribution / active EE | $11,936 | $9,361+27.5% | $39,327-69.6% | $9,361+27.5% |
| Participant deferral / active EE | $0 | $375-100.0% | $351-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,115-100.0% | - |