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 |
|---|---|---|
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 | Direct payment from the plan; Custodi... | $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 |
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% |