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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 15 · EIN 53-0181291 | Recordkeeping | $102,749 |
STONE ARCH10+ years Service code 28 · EIN 26-1607449 | Investment Management | $81,176 |
GOLDMAN SACHS3 years Filed as: CVC CAPITAL PARTNERS Service code 28 · EIN 98-1115863 | Investment Management | $61,637 |
GOLDMAN SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT (OCI Service code 27 · EIN 13-3575636 | Advisory (Plan) | $56,072 |
QUANTUM ENERGY10+ years Service code 28 · EIN 46-5446698 | Investment Management | $42,727 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $34,081 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 04-6529678 | Direct payment from the plan; Trustee... | $28,959 |
NORTHWOOD10+ years Service code 28 · EIN 80-0951268 | Investment Management | $20,978 |
PINEBRIDGE STRUCTURED10+ years Service code 28 · EIN 45-2603785 | Investment Management | $18,465 |
DUNE RE10+ years Service code 28 · EIN 80-0881180 | Investment Management | $12,785 |
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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 597.25% | 9.30%+587.9pp | 8.61%+588.6pp | 9.30%+587.9pp |
| Employer contribution / active EE | $0 | $12,551-100.0% | $33,046-100.0% | $12,551-100.0% |
| 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% | - |