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 LLC1+ years Filed as: TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $295,477 |
CERBERUS1+ years Service code 28 · EIN 58-2672907 | Investment Management | $121,051 |
FORTRESS1+ years Service code 28 · EIN 27-0354752 | Investment Management | $89,431 |
HIREGENICS1+ years Service code 50 · EIN 80-0631270 | Direct Payment | $85,207 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $73,347 |
ANGELO GORDON1+ years Service code 28 · EIN 51-0434947 | Investment Management | $58,482 |
DUNE RE1+ years Service code 21 · EIN 80-0881180 | Bank Trustee | $52,199 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 04-6529678 | Investment advisory (participants); C... | $46,905 |
HAMPSHIRE1+ years Service code 21 · EIN 27-1418730 | Bank Trustee | $35,976 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $33,838 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $82,591-100.0% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | -1.35% | -1.96%+0.6pp | -2.79%+1.4pp | -0.60%-0.7pp |
| Employer contribution / active EE | $11,272 | $11,651-3.3% | $39,327-71.3% | $12,272-8.1% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |