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 |
|---|---|---|
QUANTUM ENERGY7+ years Service code 28 · EIN 46-5446698 | Investment Management | $2,923,404 |
CVC FUND VI7+ years Service code 28 · EIN 98-1115863 | Investment Management | $2,603,131 |
CERBERUS7+ years Service code 28 · EIN 58-2672907 | Investment Management | $2,562,255 |
SUN CAPITAL7+ years Service code 28 · EIN 98-1068525 | Investment Management | $2,002,696 |
STONE ARCH7+ years Service code 51 · EIN 26-1607449 | Investment Mgmt Fees | $1,412,108 |
CENTERBRIDGE CAPITAL6 years Service code 51 · EIN 47-3258227 | Investment Mgmt Fees | $881,128 |
ANGELO GORDON7+ years Service code 28 · EIN 51-0434947 | Investment Management | $866,467 |
PIMCO FUNDS6 years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $736,472 |
PIMCO FUNDS6 years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $616,707 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $440,386 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 9.13% | 15.63%-6.5pp | 8.29%+0.8pp | 15.63%-6.5pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $40,774-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |