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 GORDON3+ years Service code 28 · EIN 51-0434947 | Investment Management | $908,008 |
CERBERUS3+ years Service code 28 · EIN 58-2672907 | Investment Management | $852,569 |
PIMCO FUNDS2 years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $749,602 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $570,560 |
QUANTUM ENERGY3+ years Service code 28 · EIN 46-5446698 | Investment Management | $520,683 |
PIMCO FUNDS2 years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $429,990 |
CVC FUND VI3+ years Service code 28 · EIN 98-1115863 | Investment Management | $340,069 |
FORTRESS3+ years Service code 28 · EIN 27-0354752 | Investment Management | $325,077 |
DUNE RE3+ years Service code 28 · EIN 80-0881180 | Investment Management | $307,832 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $304,467 |
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.
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 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 9.08% | 12.17%-3.1pp | 12.88%-3.8pp | 17.84%-8.8pp |
| Employer contribution / active EE | $0 | $11,298-100.0% | $40,010-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |