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.
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| Provider | Service type | Compensation |
|---|---|---|
QUANTUM ENERGY4+ years Service code 28 · EIN 46-5446698 | Investment Management | $412,823 |
ANGELO GORDON4+ years Service code 28 · EIN 51-0434947 | Investment Management | $410,935 |
PIMCO FUNDS3 years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $201,052 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $186,475 |
CERBERUS4+ years Service code 28 · EIN 58-2672907 | Investment Management | $166,765 |
PIMCO FUNDS3 years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $159,504 |
DUNE RE4+ years Service code 28 · EIN 80-0881180 | Investment Management | $148,545 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $138,196 |
CVC FUND VI4+ years Service code 28 · EIN 98-1115863 | Investment Management | $132,867 |
EIG4+ years Service code 28 · EIN 46-2825629 | Investment Management | $121,536 |
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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 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -3.68% | -2.85%-0.8pp | -3.29%-0.4pp | 33.37%-37.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $36,762-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |