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 |
|---|---|---|
STONE ARCH10+ years Service code 28 · EIN 26-1607449 | Investment Management | $1,455,466 |
GOLDMAN SACHS3 years Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $1,112,692 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT (OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $1,004,510 |
QUANTUM ENERGY10+ years Service code 28 · EIN 46-5446698 | Investment Management | $773,962 |
WILLIS TOWERS WATSON US LLC6 years Service code 15 · EIN 53-0181291 | Recordkeeping | $707,260 |
NORTHWOOD10+ years Service code 28 · EIN 80-0951268 | Investment Management | $387,745 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 04-6529678 | Direct payment from the plan; Custodi... | $362,807 |
PINEBRIDGE STRUCTURED10+ years Service code 28 · EIN 45-2603785 | Investment Management | $332,402 |
DUNE RE10+ years Service code 28 · EIN 80-0881180 | Investment Management | $236,424 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $234,592 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | -0.13% | 9.30%-9.4pp | 8.61%-8.7pp | 9.30%-9.4pp |
| Employer contribution / active EE | $4,568 | $12,551-63.6% | $33,046-86.2% | $12,551-63.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |