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 ENERGY8+ years Service code 28 · EIN 46-5446698 | Investment Management | $4,251,592 |
GOLDMAN SACHS1 year Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $2,115,019 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT (OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $1,593,248 |
SUN CAPITAL8+ years Service code 28 · EIN 98-1068525 | Investment Management | $1,174,199 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $1,022,410 |
STONE ARCH8+ years Service code 28 · EIN 26-1607449 | Investment Management | $1,016,832 |
CENTERBRIDGE CAPITAL7 years Service code 28 · EIN 47-3258227 | Investment Management | $842,310 |
MHR6 years Service code 28 · EIN 20-0382655 | Investment Management | $715,529 |
CERBERUS8+ years Service code 28 · EIN 58-2672907 | Investment Management | $526,970 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 04-6529678 | Custodial (other than securities); Di... | $446,215 |
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 | $2,456,633-100.0% | $565,817-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 29.9%-29.9pp | 1.5%-1.5pp |
| Annual return | 12.68% | 23.41%-10.7pp | -8.80%+21.5pp | 23.41%-10.7pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $43,463-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $12-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $866-100.0% | $14,884-100.0% |