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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 17 · EIN 53-0181291 | Pension Consulting | $99,915 |
ANGELO GORDON3+ years Service code 28 · EIN 51-0434947 | Investment Management | $62,272 |
CERBERUS3+ years Service code 28 · EIN 58-2672907 | Investment Management | $58,464 |
PIMCO FUNDS2 years Filed as: PIMCO BRAVO Service code 28 · EIN 80-0875546 | Investment Management | $51,399 |
QUANTUM ENERGY3+ years Service code 28 · EIN 46-5446698 | Investment Management | $35,704 |
PIMCO FUNDS2 years Filed as: PIMCO LONG BOND Service code 28 · EIN 33-0629048 | Investment Management | $29,504 |
CVC FUND VI3+ years Service code 28 · EIN 98-1115863 | Investment Management | $23,321 |
FORTRESS3+ years Service code 28 · EIN 27-0354752 | Investment Management | $22,290 |
DUNE RE3+ years Service code 28 · EIN 80-0881180 | Investment Management | $21,112 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $20,891 |
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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 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 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 14.44% | 11.68%+2.8pp | 12.88%+1.6pp | 13.95%+0.5pp |
| Employer contribution / active EE | $0 | $10,817-100.0% | $40,010-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |