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 |
|---|---|---|
ANGELO GORDON2+ years Service code 28 · EIN 51-0434947 | Investment Management | $1,800,281 |
CERBERUS2+ years Service code 28 · EIN 58-2672907 | Investment Management | $1,404,795 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $1,054,727 |
QUANTUM ENERGY2+ years Service code 21 · EIN 46-5446698 | Bank Trustee | $995,779 |
OCM MEZZ III2+ years Filed as: OCM DISTRESSED Service code 28 · EIN 95-4656967 | Investment Management | $849,756 |
PIMCO FUNDS1 year Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $738,375 |
FORTRESS2+ years Service code 28 · EIN 27-0354752 | Investment Management | $674,921 |
NORTHWOOD2+ years Service code 28 · EIN 80-0951268 | Investment Management | $578,950 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 04-6529678 | Direct payment from the plan; Custodi... | $566,864 |
PIMCO FUNDS1 year Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $535,405 |
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 | $57,821-100.0% | $322,681-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 27.6%-27.6pp | 5.5%-5.5pp |
| Annual return | 6.20% | 5.86%+0.3pp | 4.07%+2.1pp | 5.86%+0.3pp |
| Employer contribution / active EE | $32,092 | $10,137+216.6% | $36,235-11.4% | $10,137+216.6% |
| Participant deferral / active EE | $0 | $492-100.0% | $215-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $7,128-100.0% | $387-100.0% |