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 ENERGY8+ years Service code 28 · EIN 46-5446698 | Investment Management | $1,266,658 |
GOLDMAN SACHS1 year Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $631,056 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT (OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $487,220 |
SUN CAPITAL8+ years Service code 28 · EIN 98-1068525 | Investment Management | $350,011 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $321,578 |
STONE ARCH8+ years Service code 28 · EIN 26-1607449 | Investment Management | $301,620 |
CENTERBRIDGE CAPITAL7 years Service code 51 · EIN 47-3258227 | Investment Mgmt Fees | $249,852 |
WILLIS TOWERS WATSON US LLC4 years Service code 25 · EIN 53-0181291 | Directed Trustee | $222,238 |
MHR6 years Service code 51 · EIN 20-0382655 | Investment Mgmt Fees | $212,246 |
CERBERUS8+ years Service code 28 · EIN 58-2672907 | Investment Management | $159,867 |
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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 | $46,984-100.0% | $565,817-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.9%-29.9pp | 5.6%-5.6pp |
| Annual return | -21.38% | -15.92%-5.5pp | -8.80%-12.6pp | 39.82%-61.2pp |
| Employer contribution / active EE | $0 | $30,693-100.0% | $43,463-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $0 | $12-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $866-100.0% | $62-100.0% |