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 ENERGY7+ years Service code 28 · EIN 46-5446698 | Investment Management | $889,672 |
CVC FUND VI7+ years Service code 28 · EIN 98-1115863 | Investment Management | $792,369 |
CERBERUS7+ years Service code 28 · EIN 58-2672907 | Investment Management | $780,313 |
SUN CAPITAL7+ years Service code 28 · EIN 98-1068525 | Investment Management | $610,130 |
STONE ARCH7+ years Service code 28 · EIN 26-1607449 | Investment Management | $430,666 |
CENTERBRIDGE CAPITAL6 years Service code 51 · EIN 47-3258227 | Investment Mgmt Fees | $268,727 |
ANGELO GORDON7+ years Service code 28 · EIN 51-0434947 | Investment Management | $262,883 |
WILLIS TOWERS WATSON US LLC3 years Service code 25 · EIN 53-0181291 | Directed Trustee | $250,903 |
PIMCO FUNDS6 years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $220,048 |
PIMCO FUNDS6 years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $187,518 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 9.41% | 10.90%-1.5pp | 8.29%+1.1pp | 13.24%-3.8pp |
| Employer contribution / active EE | $0 | $14,619-100.0% | $40,774-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |