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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $188,706 |
ANGELO GORDON2+ years Service code 28 · EIN 51-0434947 | Investment Management | $85,244 |
CERBERUS2+ years Service code 28 · EIN 58-2672907 | Investment Management | $66,394 |
QUANTUM ENERGY2+ years Service code 21 · EIN 46-5446698 | Bank Trustee | $47,028 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 04-6529678 | Custodial (other than securities); In... | $42,457 |
OCM MEZZ III1 year Filed as: OCM DISTRESSED Service code 28 · EIN 95-4656967 | Investment Management | $39,753 |
PIMCO FUNDS1 year Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $34,888 |
FORTRESS2+ years Service code 28 · EIN 27-0354752 | Investment Management | $31,760 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $28,846 |
NORTHWOOD2+ years Service code 28 · EIN 80-0951268 | Investment Management | $27,766 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 4.75% | 3.81%+0.9pp | 4.07%+0.7pp | 7.18%-2.4pp |
| Employer contribution / active EE | $17,915 | $14,300+25.3% | $36,235-50.6% | $13,095+36.8% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |